Sage Private Wealth Group, LLC Ishares Russell 1000 Val ETF Transaction History
Sage Private Wealth Group, LLC
- $75.7 Million
- Q3 2022
A detailed history of Sage Private Wealth Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 285 shares of IWD stock, worth $54,024. This represents 0.05% of its overall portfolio holdings.
Number of Shares
285
Previous 285
-0.0%
Holding current value
$54,024
Previous $41,000
4.88%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,672Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio