Gilliland Jeter Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Gilliland Jeter Wealth Management LLC
- $307 Billion
- Q2 2025
A detailed history of Gilliland Jeter Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 13,432 shares of IWD stock, worth $2.63 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
13,432
Previous 13,258
1.31%
Holding current value
$2.63 Million
Previous $2.49 Billion
4.58%
% of portfolio
0.85%
Previous 0.88%
Shares
8 transactions
Others Institutions Holding IWD
# of Institutions
1,931Shares Held
275MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.89 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.49 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$3.06 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.78 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.71 Billion3.54% of portfolio