Avondale Wealth Management Ishares Russell 1000 Val ETF Transaction History
Avondale Wealth Management
- $144 Million
- Q2 2024
A detailed history of Avondale Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Avondale Wealth Management holds 828 shares of IWD stock, worth $152,708. This represents 0.1% of its overall portfolio holdings.
Number of Shares
828
Previous 1,454
43.05%
Holding current value
$152,708
Previous $260,000
44.62%
% of portfolio
0.1%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.26 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.01 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.91 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.79 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.66 Billion0.14% of portfolio