Alpha Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
A detailed history of Alpha Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 4,020 shares of IWD stock, worth $779,679. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,020
Previous 4,197
4.22%
Holding current value
$779,679
Previous $797 Million
6.57%
% of portfolio
0.34%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,739Shares Held
255MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.57 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio