Private Ocean, LLC Ishares Russell 1000 Val ETF Transaction History
Private Ocean, LLC
- $1.08 Billion
- Q2 2024
A detailed history of Private Ocean, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Private Ocean, LLC holds 16,562 shares of IWD stock, worth $3.08 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
16,562
Previous 16,575
0.08%
Holding current value
$3.08 Million
Previous $2.97 Million
2.66%
% of portfolio
0.27%
Previous 0.33%
Shares
29 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$10.1 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.14 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