Inlet Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Inlet Private Wealth, LLC
- $357 Million
- Q4 2024
A detailed history of Inlet Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Inlet Private Wealth, LLC holds 1,102 shares of IWD stock, worth $213,281. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,102
Previous 1,102
-0.0%
Holding current value
$213,281
Previous $209,000
2.39%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,772Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio