Modern Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,016 shares of IWD stock, worth $570,204. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,016Holding current value
$570,204% of portfolio
0.04%Shares
1 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$9.49 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.98 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.83 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.7 Billion0.14% of portfolio