Global Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Global Wealth Management, LLC
- $190 Billion
- Q3 2025
A detailed history of Global Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Global Wealth Management, LLC holds 6,964 shares of IWD stock, worth $1.43 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
6,964
Previous 8,220
15.28%
Holding current value
$1.43 Million
Previous $1.62 Billion
12.28%
% of portfolio
0.74%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,993Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio