Holos Integrated Wealth LLC Ishares Russell 1000 Val ETF Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 147 shares of IWD stock, worth $30,104. This represents 0.02% of its overall portfolio holdings.
Number of Shares
147
Previous 147
-0.0%
Holding current value
$30,104
Previous $27.7 Million
3.98%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,990Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio