Vest Gen Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 91,305 shares of IWD stock, worth $18.7 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
91,305
Previous 92,354
1.14%
Holding current value
$18.7 Million
Previous $17.9 Billion
3.62%
% of portfolio
0.62%
Previous 0.72%
Shares
3 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