Oldfather Financial Services, LLC Ishares Russell 1000 Val ETF Transaction History
Oldfather Financial Services, LLC
- $260 Million
- Q3 2024
A detailed history of Oldfather Financial Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 42,983 shares of IWD stock, worth $8.07 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
42,983
Previous 44,065
2.46%
Holding current value
$8.07 Million
Previous $7.69 Million
6.11%
% of portfolio
3.14%
Previous 3.16%
Shares
20 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.26 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.98 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.86 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.75 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.61 Billion0.13% of portfolio