Guardian Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 6,890 shares of IWD stock, worth $1.33 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,890
Previous 6,876
0.2%
Holding current value
$1.33 Million
Previous $1.2 Million
9.01%
% of portfolio
0.16%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding IWD
# of Institutions
1,772Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio