Robertson Stephens Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,379 shares of IWD stock, worth $652,890. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,379
Previous 1,248
170.75%
Holding current value
$652,890
Previous $236,000
164.83%
% of portfolio
0.02%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding IWD
# of Institutions
1,795Shares Held
261MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.54 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio