Walkner Condon Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Walkner Condon Financial Advisors LLC
- $612 Million
- Q3 2025
A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,554 shares of IWD stock, worth $932,613. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,554
Previous 4,495
1.31%
Holding current value
$932,613
Previous $873,000
6.19%
% of portfolio
0.15%
Previous 0.17%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,996Shares 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