Fsa Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Fsa Wealth Management LLC
- $229 Million
- Q1 2024
A detailed history of Fsa Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fsa Wealth Management LLC holds 249,131 shares of IWD stock, worth $47.1 Million. This represents 19.46% of its overall portfolio holdings.
Number of Shares
249,131
Previous 241,966
2.96%
Holding current value
$47.1 Million
Previous $40 Million
11.59%
% of portfolio
19.46%
Previous 18.97%
Shares
17 transactions
Others Institutions Holding IWD
# of Institutions
1,668Shares Held
258MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.5 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio