West Hill Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History
West Hill Financial Advisors, Inc.
- $509 Million
- Q3 2025
A detailed history of West Hill Financial Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 10,262 shares of IWD stock, worth $2.1 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
10,262
Previous 10,326
0.62%
Holding current value
$2.1 Million
Previous $2.01 Million
4.19%
% of portfolio
0.41%
Previous 0.43%
Shares
19 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