Portland Global Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Portland Global Advisors LLC
- $892 Million
- Q3 2025
A detailed history of Portland Global Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Portland Global Advisors LLC holds 1,811 shares of IWD stock, worth $370,874. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,811
Previous 1,811
-0.0%
Holding current value
$370,874
Previous $351,000
4.84%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
2,014Shares Held
266MCall 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
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio