Goal Vest Advisory LLC Ishares Russell 1000 Val ETF Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 298 shares of IWD stock, worth $55,579. This represents 0.02% of its overall portfolio holdings.
Number of Shares
298Holding current value
$55,579% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,718Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.21 Billion0.79% of portfolio
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Morgan Stanley New York, NY31.9MShares$5.95 Billion0.45% of portfolio
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Goldman Sachs Group Inc New York, NY15.2MShares$2.84 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.74 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.6 Billion0.13% of portfolio