Elevate Wealth Advisory, Inc Ishares Russell 1000 Val ETF Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 6,474 shares of IWD stock, worth $1.13 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
6,474
Previous 6,468
0.09%
Holding current value
$1.13 Million
Previous $1.07 Billion
8.48%
% of portfolio
1.01%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,635Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.65 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.84 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.7 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio