Clearstead Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 148,553 shares of IWD stock, worth $27.7 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
148,553
Previous 224,206
33.74%
Holding current value
$27.7 Million
Previous $42.6 Million
35.37%
% of portfolio
0.43%
Previous 0.67%
Shares
30 transactions
Others Institutions Holding IWD
# of Institutions
1,884Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.1 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.15 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.84 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.72 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.68 Billion3.52% of portfolio