Delap Wealth Advisory, LLC Ishares Russell 1000 Val ETF Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 1,629 shares of IWD stock, worth $314,755. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,629Holding current value
$314,755% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,803Shares Held
262MCall Options Held
658KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.54 Billion0.79% of portfolio
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Morgan Stanley New York, NY31.9MShares$6.16 Billion0.45% of portfolio
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Goldman Sachs Group Inc New York, NY15.3MShares$2.95 Billion0.46% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio