Bourgeon Capital Management LLC Ishares Russell 1000 Val ETF Transaction History
Bourgeon Capital Management LLC
- $520 Million
- Q3 2024
A detailed history of Bourgeon Capital Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 3,528 shares of IWD stock, worth $680,833. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,528
Previous 3,528
-0.0%
Holding current value
$680,833
Previous $615,000
8.78%
% of portfolio
0.13%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,714Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.53 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.15 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio