Centricity Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 250 shares of IWD stock, worth $50,630. This represents 0.04% of its overall portfolio holdings.
Number of Shares
250
Previous 250
-0.0%
Holding current value
$50,630
Previous $47 Million
3.23%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,970Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.1 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.84 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio