Carolinas Wealth Consulting LLC Ishares Russell 1000 Val ETF Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 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 73,768 shares of IWD stock, worth $14.3 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
73,768
Previous 73,891
0.17%
Holding current value
$14.3 Million
Previous $12.9 Million
8.61%
% of portfolio
2.42%
Previous 2.38%
Shares
20 transactions
Others Institutions Holding IWD
# of Institutions
1,714Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.57 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio