Genesis Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Genesis Private Wealth, LLC
- $181 Billion
- Q4 2024
A detailed history of Genesis Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 60,936 shares of IWD stock, worth $11.5 Million. This represents 6.22% of its overall portfolio holdings.
Number of Shares
60,936Holding current value
$11.5 Million% of portfolio
6.22%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,729Shares Held
255MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.33 Billion0.79% of portfolio
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Morgan Stanley New York, NY31.9MShares$6.02 Billion0.45% of portfolio
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Goldman Sachs Group Inc New York, NY15.2MShares$2.88 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.76 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.62 Billion0.13% of portfolio