Blue Chip Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Blue Chip Wealth Advisors LLC
- $155 Billion
- Q1 2024
A detailed history of Blue Chip Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 4,884 shares of IWD stock, worth $888,985. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,884
Previous 4,828
1.16%
Holding current value
$888,985
Previous $798 Million
9.64%
% of portfolio
0.56%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,631Shares Held
250MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$9.06 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$5.07 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.83 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.78 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.77 Billion0.16% of portfolio