Catalytic Wealth Ria, LLC Ishares Russell 1000 Val ETF Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 1,568 shares of IWD stock, worth $302,592. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,568
Previous 1,590
1.38%
Holding current value
$302,592
Previous $277 Million
7.28%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,714Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.53 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.15 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio