Appleton Group, LLC Ishares Russell 1000 Val ETF Transaction History
Appleton Group, LLC
- $28.6 Million
- Q3 2023
A detailed history of Appleton Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Appleton Group, LLC holds 6,407 shares of IWD stock, worth $1.12 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
6,407
Previous 6,143
4.3%
Holding current value
$1.12 Million
Previous $969,000
0.31%
% of portfolio
3.4%
Previous 1.35%
Shares
21 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio