Bt Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
A detailed history of Bt Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bt Wealth Management LLC holds 9,359 shares of IWD stock, worth $1.73 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,359
Previous 11,284
17.06%
Holding current value
$1.73 Million
Previous $1.64 Million
17.26%
% of portfolio
0.38%
Previous 0.45%
Shares
13 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.26 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.01 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.91 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.79 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.66 Billion0.14% of portfolio