Trivant Custom Portfolio Group, LLC Ishares Russell 1000 Val ETF Transaction History
Trivant Custom Portfolio Group, LLC
- $173 Billion
- Q3 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 44 shares of IWD stock, worth $8,699. This represents 0.0% of its overall portfolio holdings.
Number of Shares
44
Previous 50
12.0%
Holding current value
$8,699
Previous $8.72 Million
4.26%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.76 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.3 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.01 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.85 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.7 Billion0.13% of portfolio