Diversify Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,982 shares of IWD stock, worth $984,991. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,982Holding current value
$984,991% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.76 Billion0.79% of portfolio
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Morgan Stanley New York, NY31.9MShares$6.3 Billion0.45% of portfolio
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Goldman Sachs Group Inc New York, NY15.2MShares$3.01 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.85 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.7 Billion0.13% of portfolio