Brown Financial Advisory Ishares Russell 1000 Val ETF Transaction History
Brown Financial Advisory
- $129 Million
- Q1 2024
A detailed history of Brown Financial Advisory transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Brown Financial Advisory holds 5,950 shares of IWD stock, worth $1.04 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
5,950
Previous 6,035
1.41%
Holding current value
$1.04 Million
Previous $997,000
6.82%
% of portfolio
0.83%
Previous 0.81%
Shares
13 transactions
Others Institutions Holding IWD
# of Institutions
1,637Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.74 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.89 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.73 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.72 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.71 Billion0.16% of portfolio