Arcadia Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Arcadia Wealth Management, LLC
- $229 Billion
- Q2 2025
A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 48,512 shares of IWD stock, worth $9.68 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
48,512
Previous 46,073
5.29%
Holding current value
$9.68 Million
Previous $8.67 Billion
8.69%
% of portfolio
4.12%
Previous 4.28%
Shares
2 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