Valued Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 2025
A detailed history of Valued Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 50 shares of IWD stock, worth $10,239. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$10,239
Previous $9.71 Million
4.82%
% of portfolio
0.0%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
2,000Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio