Jamison Private Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History
Jamison Private Wealth Management, Inc.
- $602 Billion
- Q2 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 $298,335. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,573
Previous 1,573
-0.0%
Holding current value
$298,335
Previous $282 Million
2.59%
% of portfolio
0.05%
Previous 0.05%
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$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio