Sentinel Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History
Sentinel Wealth Management, Inc.
- $118 Million
- Q4 2025
A detailed history of Sentinel Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 2,137 shares of IWD stock, worth $437,636. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,137
Previous 2,137
-0.0%
Holding current value
$437,636
Previous $435,000
0.46%
% of portfolio
0.37%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
2,008Shares 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