Callan Family Office, LLC Ishares Russell 1000 Val ETF Transaction History
Callan Family Office, LLC
- $521 Billion
- Q2 2024
A detailed history of Callan Family Office, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Callan Family Office, LLC holds 58,560 shares of IWD stock, worth $11.1 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
58,560
Previous 40,344
45.15%
Holding current value
$11.1 Million
Previous $7.23 Billion
41.39%
% of portfolio
1.96%
Previous 1.69%
Shares
7 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio