Clarion Wealth Managment Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Clarion Wealth Managment Partners, LLC
- $91.3 Billion
- Q2 2025
A detailed history of Clarion Wealth Managment Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clarion Wealth Managment Partners, LLC holds 11,517 shares of IWD stock, worth $2.36 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
11,517Holding current value
$2.36 Million% of portfolio
2.45%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,947Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.2 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.32 Billion0.47% of portfolio
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Goldman Sachs Group Inc New York, NY15.5MShares$3.18 Billion0.43% of portfolio
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Jpmorgan Chase & CO New York, NY9.09MShares$1.87 Billion0.13% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.8 Billion3.41% of portfolio