Topsail Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Topsail Wealth Management, LLC
- $492 Billion
- Q1 2025
A detailed history of Topsail Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 349 shares of IWD stock, worth $65,720. This represents 0.01% of its overall portfolio holdings.
Number of Shares
349
Previous 430
18.84%
Holding current value
$65,720
Previous $79.6 Million
17.54%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,907Shares Held
279MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.21 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$2.94 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.71 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.65 Billion3.54% of portfolio