Callan Family Office, LLC Ishares Russell 1000 Val ETF Transaction History
Callan Family Office, LLC
- $427 Billion
- Q1 2024
A detailed history of Callan Family Office, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Callan Family Office, LLC holds 40,344 shares of IWD stock, worth $7.01 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
40,344
Previous 183,171
77.97%
Holding current value
$7.01 Million
Previous $30.3 Billion
76.13%
% of portfolio
1.69%
Previous 7.48%
Shares
6 transactions
Others Institutions Holding IWD
# of Institutions
1,635Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.65 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.84 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$1.7 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio