Atlantic Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Atlantic Private Wealth, LLC
- $126 Million
- Q1 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 301 shares of IWD stock, worth $56,774. This represents 0.04% of its overall portfolio holdings.
Number of Shares
301
Previous 301
-0.0%
Holding current value
$56,774
Previous $55,000
1.82%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,907Shares Held
279MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.54 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.22 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$2.95 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.71 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.65 Billion3.54% of portfolio