Institute For Wealth Management, Llc. Ishares Russell 1000 Val ETF Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,990 shares of IWD stock, worth $527,196. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,990
Previous 2,999
0.3%
Holding current value
$527,196
Previous $555,000
1.26%
% of portfolio
0.07%
Previous 0.07%
Shares
18 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
288MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.53 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.77 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.69 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.63 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.59 Billion3.52% of portfolio