Wetzel Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History
Wetzel Investment Advisors, Inc.
- $176 Million
- Q1 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 7,262 shares of IWD stock, worth $1.32 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
7,262
Previous 7,300
0.52%
Holding current value
$1.32 Million
Previous $1.21 Million
7.79%
% of portfolio
0.74%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,631Shares Held
250MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$9.06 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$5.07 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.83 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.78 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.77 Billion0.16% of portfolio