Bannerman Wealth Management Group, LLC Ishares Russell 1000 Val ETF Transaction History
Bannerman Wealth Management Group, LLC
- $121 Billion
- Q4 2024
A detailed history of Bannerman Wealth Management Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 8,940 shares of IWD stock, worth $1.7 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
8,940Holding current value
$1.7 Million% of portfolio
1.37%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.3 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.28 Billion0.51% of portfolio
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Goldman Sachs Group Inc New York, NY15.3MShares$2.9 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY9.25MShares$1.75 Billion0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.71 Billion3.52% of portfolio