Arbor Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Arbor Wealth Advisors LLC
- $123 Billion
- Q2 2025
A detailed history of Arbor Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Arbor Wealth Advisors LLC holds 1,910 shares of IWD stock, worth $392,103. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,910
Previous 1,910
-0.0%
Holding current value
$392,103
Previous $359 Million
3.23%
% of portfolio
0.3%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,946Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.2 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.32 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.18 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.87 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.8 Billion3.41% of portfolio