Clientfirst Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Clientfirst Wealth Management, LLC
- $98.1 Million
- Q4 2024
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 14,480 shares of IWD stock, worth $2.75 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
14,480
Previous 14,580
0.69%
Holding current value
$2.75 Million
Previous $2.21 Million
21.1%
% of portfolio
2.73%
Previous 2.68%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.3 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.28 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.9 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.75 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.71 Billion3.52% of portfolio