Fairhaven Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Fairhaven Wealth Management, LLC
- $319 Million
- Q4 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 6,259 shares of IWD stock, worth $1.28 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
6,259
Previous 6,234
0.4%
Holding current value
$1.28 Million
Previous $1.18 Million
2.11%
% of portfolio
0.36%
Previous 0.36%
Shares
9 transactions
Others Institutions Holding IWD
# of Institutions
2,001Shares Held
265MCall 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