Signature Wealth Management Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Signature Wealth Management Partners, LLC
- $143 Million
- Q4 2024
A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 1,223 shares of IWD stock, worth $236,308. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,223
Previous 1,168
4.71%
Holding current value
$236,308
Previous $221,000
2.26%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,806Shares Held
264MCall Options Held
658KPut 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, NY15.3MShares$2.95 Billion0.46% 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