Robinson Smith Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Robinson Smith Wealth Advisors LLC
- $139 Billion
- Q3 2025
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 3,105 shares of IWD stock, worth $635,872. This represents 0.45% of its overall portfolio holdings.
Number of Shares
3,105
Previous 3,126
0.67%
Holding current value
$635,872
Previous $607 Million
4.11%
% of portfolio
0.45%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,993Shares Held
265MCall 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