Sovereign Financial Group, Inc. Ishares Russell 1000 Val ETF Transaction History
Sovereign Financial Group, Inc.
- $536 Million
- Q4 2025
A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 2,621 shares of IWD stock, worth $536,754. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,621
Previous 2,621
-0.0%
Holding current value
$536,754
Previous $533,000
0.56%
% of portfolio
0.1%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
2,039Shares Held
262MCall Options Held
442KPut Options Held
5.38M-
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