Barnes Pettey Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Barnes Pettey Financial Advisors, LLC
- $130 Million
- Q4 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 1,223 shares of IWD stock, worth $228,859. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,223
Previous 1,223
-0.0%
Holding current value
$228,859
Previous $232,000
2.59%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,881Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.1 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.18 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.86 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.73 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.69 Billion3.52% of portfolio