Encompass Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Encompass Wealth Advisors, LLC
- $289 Million
- Q3 2025
A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 5,820 shares of IWD stock, worth $1.19 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
5,820
Previous 5,819
0.02%
Holding current value
$1.19 Million
Previous $1.13 Million
4.78%
% of portfolio
0.41%
Previous 0.42%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,995Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio