Curtis Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Curtis Advisory Group, LLC
- $320 Million
- Q1 2025
A detailed history of Curtis Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 9,127 shares of IWD stock, worth $1.63 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
9,127Holding current value
$1.63 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,901Shares Held
287MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.66 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.86 Billion0.51% of portfolio
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Goldman Sachs Group Inc New York, NY15.3MShares$2.73 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY9.25MShares$1.65 Billion0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.61 Billion3.52% of portfolio