Heritage Family Offices, LLP Ishares Russell 1000 Val ETF Transaction History
Heritage Family Offices, LLP
- $215 Billion
- Q3 2025
A detailed history of Heritage Family Offices, LLP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,025 shares of IWD stock, worth $210,422. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,025Holding current value
$210,422% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,948Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.2 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.32 Billion0.47% of portfolio
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Goldman Sachs Group Inc New York, NY15.5MShares$3.18 Billion0.43% of portfolio
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Jpmorgan Chase & CO New York, NY9.09MShares$1.87 Billion0.13% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.8 Billion3.41% of portfolio