Talon Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Talon Private Wealth, LLC
- $726 Billion
- Q2 2025
A detailed history of Talon Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Talon Private Wealth, LLC holds 1,046 shares of IWD stock, worth $214,210. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,046
Previous 2,018
48.17%
Holding current value
$214,210
Previous $389 Million
47.71%
% of portfolio
0.03%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,993Shares Held
265MCall 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