Barnes Wealth Management Group, Inc Ishares Russell 1000 Val ETF Transaction History
Barnes Wealth Management Group, Inc
- $182 Billion
- Q3 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 1,098 shares of IWD stock, worth $224,859. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,098
Previous 1,106
0.72%
Holding current value
$224,859
Previous $215 Million
4.06%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,984Shares Held
268MCall Options Held
401KPut Options Held
5.29M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.79 Billion3.41% of portfolio