Cornerstone Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History
Cornerstone Wealth Advisors, Inc.
- $360 Million
- Q3 2024
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 15,776 shares of IWD stock, worth $3.04 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
15,776
Previous 16,223
2.76%
Holding current value
$3.04 Million
Previous $2.83 Million
5.8%
% of portfolio
0.83%
Previous 0.85%
Shares
15 transactions
Others Institutions Holding IWD
# of Institutions
1,714Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.53 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.15 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio