Clarion Wealth Managment Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Clarion Wealth Managment Partners, LLC
- $101 Billion
- Q3 2025
A detailed history of Clarion Wealth Managment Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clarion Wealth Managment Partners, LLC holds 11,413 shares of IWD stock, worth $2.34 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
11,413
Previous 11,517
0.9%
Holding current value
$2.34 Million
Previous $2.24 Billion
3.87%
% of portfolio
2.29%
Previous 2.45%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
2,028Shares Held
266MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio