Axis Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Axis Wealth Partners, LLC
- $152 Billion
- Q2 2025
A detailed history of Axis Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 2,971 shares of IWD stock, worth $581,305. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,971
Previous 3,079
3.51%
Holding current value
$581,305
Previous $579 Million
0.39%
% of portfolio
0.38%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,931Shares Held
275MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.89 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.49 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$3.06 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.78 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.71 Billion3.54% of portfolio