Alera Investment Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Alera Investment Advisors, LLC
- $822 Million
- Q2 2024
A detailed history of Alera Investment Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 184,138 shares of IWD stock, worth $34.9 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
184,138
Previous 744,086
75.25%
Holding current value
$34.9 Million
Previous $133 Million
75.89%
% of portfolio
3.91%
Previous 18.16%
Shares
24 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio