Ellis Investment Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Ellis Investment Partners, LLC
- $495 Million
- Q4 2024
A detailed history of Ellis Investment Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ellis Investment Partners, LLC holds 3,007 shares of IWD stock, worth $582,305. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,007
Previous 3,188
5.68%
Holding current value
$582,305
Previous $605,000
8.1%
% of portfolio
0.11%
Previous 0.12%
Shares
27 transactions
Others Institutions Holding IWD
# of Institutions
1,786Shares Held
258MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.56 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio