Delos Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Delos Wealth Advisors, LLC
- $139 Million
- Q3 2025
A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 66 shares of IWD stock, worth $13,516. This represents 0.01% of its overall portfolio holdings.
Number of Shares
66
Previous 66
-0.0%
Holding current value
$13,516
Previous $12,000
8.33%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
2,006Shares 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