Montecito Bank & Trust Ishares Russell 1000 Val ETF Transaction History
Montecito Bank & Trust
- $558 Million
- Q1 2025
A detailed history of Montecito Bank & Trust transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Montecito Bank & Trust holds 49,711 shares of IWD stock, worth $9.26 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
49,711
Previous 49,442
0.54%
Holding current value
$9.26 Million
Previous $9.15 Million
1.16%
% of portfolio
1.66%
Previous 1.6%
Shares
32 transactions
Others Institutions Holding IWD
# of Institutions
1,887Shares Held
287MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.1 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.15 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.84 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.72 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.68 Billion3.52% of portfolio