Blue Chip Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Blue Chip Wealth Advisors LLC
- $170 Billion
- Q2 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 4,849 shares of IWD stock, worth $894,301. This represents 0.5% of its overall portfolio holdings.
Number of Shares
4,849
Previous 4,884
0.72%
Holding current value
$894,301
Previous $875 Million
3.29%
% of portfolio
0.5%
Previous 0.56%
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