Accurate Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,400 shares of IWD stock, worth $837,452. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,400
Previous 6,459
31.88%
Holding current value
$837,452
Previous $1.23 Million
33.55%
% of portfolio
0.17%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,878Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.3 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.3 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.91 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.76 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.72 Billion3.52% of portfolio