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 $236,723. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,223
Previous 1,223
-0.0%
Holding current value
$236,723
Previous $232,000
2.59%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,835Shares Held
269MCall Options Held
703KPut Options Held
662K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.95 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.79 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.74 Billion3.52% of portfolio