Altus Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Altus Wealth Management, LLC
- $209 Million
- Q2 2025
A detailed history of Altus Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Altus Wealth Management, LLC holds 1,761 shares of IWD stock, worth $351,213. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,761
Previous 1,761
-0.0%
Holding current value
$351,213
Previous $331,000
3.32%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,948Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$9.94 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.12 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.09 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.81 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.75 Billion3.41% of portfolio