Catalytic Wealth Ria, LLC Ishares Russell 1000 Val ETF Transaction History
Catalytic Wealth Ria, LLC
- $507 Billion
- Q2 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 1,590 shares of IWD stock, worth $293,243. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,590
Previous 1,606
1.0%
Holding current value
$293,243
Previous $288 Million
3.56%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.26 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.01 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.91 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.79 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.66 Billion0.14% of portfolio