Accredited Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
A detailed history of Accredited Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 30 shares of IWD stock, worth $6,143. This represents 0.01% of its overall portfolio holdings.
Number of Shares
30
Previous 70
57.14%
Holding current value
$6,143
Previous $13.6 Million
4.82%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
2,000Shares 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