Caliber Wealth Management, LLC / Ks Ishares Russell 1000 Val ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 17,062 shares of IWD stock, worth $3.05 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
17,062Holding current value
$3.05 Million% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,901Shares Held
286MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.66 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.86 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.73 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.65 Billion0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.61 Billion3.52% of portfolio