Forthright Family Wealth Advisory LLC Ishares Russell 1000 Val ETF Transaction History
Forthright Family Wealth Advisory LLC
- $134 Million
- Q1 2025
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,018 shares of IWD stock, worth $799,903. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,018
Previous 4,018
-0.0%
Holding current value
$799,903
Previous $743,000
1.75%
% of portfolio
0.56%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,922Shares Held
276MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$10.1 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.62 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$3.11 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.81 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.74 Billion3.54% of portfolio