Diversify Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 6,267 shares of IWD stock, worth $1.15 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,267
Previous 4,982
25.79%
Holding current value
$1.15 Million
Previous $951 Million
20.92%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.95 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.06 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.81 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.7 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.66 Billion3.52% of portfolio