Beirne Wealth Consulting Services, LLC Ishares Russell 1000 Val ETF Transaction History
Beirne Wealth Consulting Services, LLC
- $236 Billion
- Q1 2024
A detailed history of Beirne Wealth Consulting Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Beirne Wealth Consulting Services, LLC holds 141,445 shares of IWD stock, worth $24.6 Million. This represents 10.74% of its overall portfolio holdings.
Number of Shares
141,445
Previous 101,584
39.24%
Holding current value
$24.6 Million
Previous $16.8 Billion
50.91%
% of portfolio
10.74%
Previous 8.31%
Shares
20 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio