Bellevue Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History
Bellevue Asset Management, LLC
- $196 Million
- Q2 2025
A detailed history of Bellevue Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 150 shares of IWD stock, worth $30,378. This represents 0.01% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$30,378
Previous $28,000
3.57%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,953Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.1 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.84 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio