Crestwood Advisors Group LLC Ishares Russell 1000 Val ETF Transaction History
Crestwood Advisors Group LLC
- $4.74 Billion
- Q2 2024
A detailed history of Crestwood Advisors Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 2,490 shares of IWD stock, worth $472,253. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,490
Previous 2,705
7.95%
Holding current value
$472,253
Previous $484,000
10.33%
% of portfolio
0.01%
Previous 0.01%
Shares
25 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio