Slate Stone Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Slate Stone Wealth, LLC
- $1.02 Billion
- Q4 2024
A detailed history of Slate Stone Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 56,271 shares of IWD stock, worth $10.4 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
56,271
Previous 48,365
16.35%
Holding current value
$10.4 Million
Previous $9.18 Million
13.47%
% of portfolio
1.02%
Previous 0.83%
Shares
23 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.95 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.06 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.81 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.7 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.66 Billion3.52% of portfolio