Zrc Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 11,064 shares of IWD stock, worth $1.99 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
11,064
Previous 8,684
27.41%
Holding current value
$1.99 Million
Previous $1.56 Billion
24.11%
% of portfolio
0.91%
Previous 0.78%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.96 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$5.01 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.8 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.76 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.75 Billion0.16% of portfolio