Falcon Wealth Planning Ishares Russell 1000 Val ETF Transaction History
Falcon Wealth Planning
- $798 Million
- Q3 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 1,091 shares of IWD stock, worth $204,409. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,091Holding current value
$204,409% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.25 Billion0.79% of portfolio
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Morgan Stanley New York, NY31.9MShares$5.97 Billion0.45% of portfolio
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Goldman Sachs Group Inc New York, NY15.2MShares$2.85 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.75 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.61 Billion0.13% of portfolio