Watershed Private Wealth LLC Ishares Russell 1000 Val ETF Transaction History
Watershed Private Wealth LLC
- $316 Billion
- Q3 2025
A detailed history of Watershed Private Wealth LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 1,422 shares of IWD stock, worth $291,211. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,422
Previous 1,426
0.28%
Holding current value
$291,211
Previous $277 Million
4.53%
% of portfolio
0.09%
Previous 0.1%
Shares
4 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