Jamison Private Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,573 shares of IWD stock, worth $313,215. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,573
Previous 1,573
-0.0%
Holding current value
$313,215
Previous $274 Million
8.79%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.83 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.03 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.86 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.71 Billion0.13% of portfolio