Topsail Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Topsail Wealth Management, LLC
- $591 Billion
- Q3 2025
A detailed history of Topsail Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 349 shares of IWD stock, worth $71,471. This represents 0.01% of its overall portfolio holdings.
Number of Shares
349
Previous 349
-0.0%
Holding current value
$71,471
Previous $67.8 Million
4.82%
% of portfolio
0.01%
Previous 0.01%
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