Values Added Financial LLC Ishares Russell 1000 Val ETF Transaction History
Values Added Financial LLC
- $180 Billion
- Q1 2025
A detailed history of Values Added Financial LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Values Added Financial LLC holds 1,083 shares of IWD stock, worth $203,939. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,083
Previous 1,083
-0.0%
Holding current value
$203,939
Previous $200 Million
1.64%
% of portfolio
0.11%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,906Shares Held
279MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.21 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$2.94 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.71 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.65 Billion3.54% of portfolio