Wr Wealth Planners, LLC Ishares Russell 1000 Val ETF Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 96 shares of IWD stock, worth $17,980. This represents 0.01% of its overall portfolio holdings.
Number of Shares
96
Previous 104
7.69%
Holding current value
$17,980
Previous $18,000
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.41 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.1 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.96 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.82 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.69 Billion0.14% of portfolio