Dynamic Wealth Strategies, LLC Ishares Russell 1000 Val ETF Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 145 shares of IWD stock, worth $28,247. This represents 0.02% of its overall portfolio holdings.
Number of Shares
145
Previous 286
49.3%
Holding current value
$28,247
Previous $51,000
50.98%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,675Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.78 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$3.08 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.89 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.67 Billion0.13% of portfolio