Dopkins Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Dopkins Wealth Management, LLC
- $158 Million
- Q1 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 1,244 shares of IWD stock, worth $216,194. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,244Holding current value
$216,194% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,635Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.65 Billion0.84% of portfolio
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Morgan Stanley New York, NY27.9MShares$4.84 Billion0.41% of portfolio
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Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.7 Billion3.96% of portfolio
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Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio