Carolinas Wealth Consulting LLC Ishares Russell 1000 Val ETF Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 67,927 shares of IWD stock, worth $13.2 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
67,927
Previous 73,768
7.92%
Holding current value
$13.2 Million
Previous $14 Million
10.18%
% of portfolio
2.26%
Previous 2.42%
Shares
21 transactions
Others Institutions Holding IWD
# of Institutions
1,878Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio