Mosaic Family Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 14,218 shares of IWD stock, worth $2.7 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
14,218
Previous 14,565
2.38%
Holding current value
$2.7 Million
Previous $2.76 Billion
4.78%
% of portfolio
0.38%
Previous 0.41%
Shares
8 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.3 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.28 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.9 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.75 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.71 Billion3.52% of portfolio