Bsw Wealth Partners Ishares Russell 1000 Val ETF Transaction History
Bsw Wealth Partners
- $676 Million
- Q4 2024
A detailed history of Bsw Wealth Partners transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 4,358 shares of IWD stock, worth $826,581. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,358
Previous 4,358
-0.0%
Holding current value
$826,581
Previous $827,000
2.54%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.3 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.28 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.9 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.75 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.71 Billion3.52% of portfolio