Bruce G. Allen Investments, LLC Ishares Russell 1000 Val ETF Transaction History
Bruce G. Allen Investments, LLC
- $122 Billion
- Q1 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 8,426 shares of IWD stock, worth $1.47 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
8,426
Previous 8,499
0.86%
Holding current value
$1.47 Million
Previous $1.4 Billion
7.46%
% of portfolio
1.24%
Previous 1.28%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,637Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.66 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio