High Point Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
High Point Wealth Management, LLC
- $107 Billion
- Q4 2025
A detailed history of High Point Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, High Point Wealth Management, LLC holds 659 shares of IWD stock, worth $134,956. This represents 0.13% of its overall portfolio holdings.
Number of Shares
659Holding current value
$134,956% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
2,039Shares Held
262MCall Options Held
442KPut Options Held
5.38M-
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
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Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
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Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio