Robinson Smith Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 2,226 shares of IWD stock, worth $436,540. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,226
Previous 2,309
3.59%
Holding current value
$436,540
Previous $403 Million
4.88%
% of portfolio
0.36%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.68 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.25 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.83 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.68 Billion0.13% of portfolio