1900 Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
1900 Wealth Management LLC
- $1.05 Billion
- Q1 2024
A detailed history of 1900 Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, 1900 Wealth Management LLC holds 19,847 shares of IWD stock, worth $3.45 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
19,847
Previous 21,213
6.44%
Holding current value
$3.45 Million
Previous $3.51 Million
1.4%
% of portfolio
0.34%
Previous 0.33%
Shares
13 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio