Confluence Wealth Services, Inc. Ishares Russell 1000 Val ETF Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 26,550 shares of IWD stock, worth $4.93 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
26,550
Previous 26,384
0.63%
Holding current value
$4.93 Million
Previous $4.6 Million
9.47%
% of portfolio
0.39%
Previous 0.38%
Shares
12 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.16 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.91 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.82 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.73 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.59 Billion0.13% of portfolio