Bordeaux Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Bordeaux Wealth Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,142 shares of IWD stock, worth $614,763. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,142
Previous 3,142
-0.0%
Holding current value
$614,763
Previous $591,000
3.21%
% of portfolio
0.08%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding IWD
# of Institutions
1,931Shares Held
275MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.89 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.49 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$3.06 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.78 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.71 Billion3.54% of portfolio