Mgb Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Mgb Wealth Management, LLC
- $304 Billion
- Q2 2025
A detailed history of Mgb Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 253 shares of IWD stock, worth $51,265. This represents 0.02% of its overall portfolio holdings.
Number of Shares
253
Previous 364
30.49%
Holding current value
$51,265
Previous $68.5 Million
28.19%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,949Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.1 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.84 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio