Caliber Wealth Management, LLC / Ks Ishares Russell 1000 Val ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 17,062 shares of IWD stock, worth $3.23 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
17,062Holding current value
$3.23 Million% of portfolio
0.44%Shares
1 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$9.58 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.25 Billion0.53% of portfolio
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Goldman Sachs Group Inc New York, NY15.6MShares$2.96 Billion0.49% of portfolio
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Jpmorgan Chase & CO New York, NY9.09MShares$1.72 Billion0.13% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.66 Billion3.54% of portfolio