Eq Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Eq Wealth Advisors, LLC

$126 Billion
Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 103 shares of IWD stock, worth $18,584. This represents 0.02% of its overall portfolio holdings.

Number of Shares

103

Holding current value

$18,584

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$182.82 - $196.21 $18,830 - $20,209	103 New	103 $19.4 Million

Others Institutions Holding IWD

# of Institutions

1,883

Shares Held

288M

Call Options Held

1.31M

Put Options Held

1.09M

Bank Of America Corp Charlotte, NC

54.1M
Shares

$9.75 Billion
0.86% of portfolio
Morgan Stanley New York, NY

38.4M
Shares

$6.92 Billion
0.51% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.75 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.67 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.63 Billion
3.52% of portfolio

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Eq Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History