Forte Asset Management LLC Ishares Russell 1000 Val ETF Transaction History
Forte Asset Management LLC
- $169 Million
- Q2 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Forte Asset Management LLC holds 20,813 shares of IWD stock, worth $3.84 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
20,813
Previous 20,177
3.15%
Holding current value
$3.84 Million
Previous $3.61 Million
0.5%
% of portfolio
2.15%
Previous 2.19%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.26 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.01 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.91 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.79 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.66 Billion0.14% of portfolio