Elwood & Goetz Wealth Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $408 Million
- Q1 2025
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 1,183 shares of IWD stock, worth $213,448. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,183Holding current value
$213,448% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,894Shares Held
287MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.75 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.92 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.75 Billion0.46% of portfolio
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Jpmorgan Chase & CO New York, NY9.25MShares$1.67 Billion0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.63 Billion3.52% of portfolio