Capital Performance Advisors LLP Ishares Russell 1000 Val ETF Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Capital Performance Advisors LLP holds 7,046 shares of IWD stock, worth $1.4 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
7,046
Previous 7,046
-0.0%
Holding current value
$1.4 Million
Previous $1.23 Million
8.79%
% of portfolio
0.41%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.84 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.03 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.86 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.71 Billion0.13% of portfolio