Brass Tax Wealth Management, Inc Ishares Russell 1000 Val ETF Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 4,571 shares of IWD stock, worth $860,536. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,571Holding current value
$860,536% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,906Shares Held
279MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.52 Billion0.78% of portfolio
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Morgan Stanley New York, NY38.3MShares$7.2 Billion0.53% of portfolio
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Goldman Sachs Group Inc New York, NY15.6MShares$2.94 Billion0.49% of portfolio
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Jpmorgan Chase & CO New York, NY9.09MShares$1.71 Billion0.13% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.65 Billion3.54% of portfolio