Bergan Kdv Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 929 shares of IWD stock, worth $175,841. This represents 0.01% of its overall portfolio holdings.
Number of Shares
929
Previous 929
-0.0%
Holding current value
$175,841
Previous $141,000
3.55%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.51 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio