Evelyn Partners Asset Management LTD Ishares Russell 1000 Val ETF Transaction History
Evelyn Partners Asset Management LTD
- $443 Billion
- Q3 2025
A detailed history of Evelyn Partners Asset Management LTD transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Evelyn Partners Asset Management LTD holds 747 shares of IWD stock, worth $152,978. This represents 0.03% of its overall portfolio holdings.
Number of Shares
747Holding current value
$152,978% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,991Shares 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
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Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
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Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio