Collective Family Office LLC Ishares Russell 1000 Val ETF Transaction History
Collective Family Office LLC
- $365 Million
- Q1 2025
A detailed history of Collective Family Office LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Collective Family Office LLC holds 7,122 shares of IWD stock, worth $1.33 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
7,122
Previous 7,456
4.48%
Holding current value
$1.33 Million
Previous $1.38 Million
3.91%
% of portfolio
0.36%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,885Shares Held
287MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.1 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.15 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.84 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.72 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.68 Billion3.52% of portfolio