Axis Wealth Partners, LLC Ishares Russell 1000 Val ETF Call Options Transaction History

Axis Wealth Partners, LLC

$119 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWD

# of Institutions

1,806

Shares Held

264M

Call Options Held

658K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.55 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.17 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.95 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.79 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.74 Billion
3.52% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.