Quotient Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Quotient Wealth Partners, LLC
- $2.8 Trillion
- Q1 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 9,739 shares of IWD stock, worth $1.7 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,739
Previous 9,875
1.38%
Holding current value
$1.7 Million
Previous $1.63 Billion
6.89%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio