Forthright Family Wealth Advisory LLC Ishares Russell 1000 Val ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
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 3,876 shares of IWD stock, worth $727,719. This represents 0.44% of its overall portfolio holdings.
Number of Shares
3,876
Previous 3,876
-0.0%
Holding current value
$727,719
Previous $694 Million
2.59%
% of portfolio
0.44%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,672Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.43 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.12 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.96 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.82 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.69 Billion0.14% of portfolio