Confluence Wealth Services, Inc. Ishares Russell 1000 Val ETF Transaction History
Confluence Wealth Services, Inc.
- $1.52 Billion
- Q1 2025
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 27,875 shares of IWD stock, worth $5.03 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
27,875
Previous 27,114
2.81%
Holding current value
$5.03 Million
Previous $5.02 Million
4.48%
% of portfolio
0.35%
Previous 0.36%
Shares
14 transactions
Others Institutions Holding IWD
# of Institutions
1,883Shares Held
288MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.75 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.92 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.75 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.67 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.63 Billion3.52% of portfolio