Melfa Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
A detailed history of Melfa Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 3,275 shares of IWD stock, worth $634,203. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,275
Previous 3,330
1.65%
Holding current value
$634,203
Previous $632 Million
4.07%
% of portfolio
0.41%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,794Shares Held
261MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.56 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio