Jpl Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Jpl Wealth Management, LLC
- $421 Billion
- Q3 2025
A detailed history of Jpl Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 766 shares of IWD stock, worth $156,869. This represents 0.04% of its overall portfolio holdings.
Number of Shares
766Holding current value
$156,869% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,993Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
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