Core Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History
Core Wealth Advisors, Inc.
- $357 Million
- Q3 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 5,383 shares of IWD stock, worth $1.1 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,383
Previous 5,342
0.77%
Holding current value
$1.1 Million
Previous $1.04 Million
5.59%
% of portfolio
0.31%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,991Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio