Harbor Investment Advisory, LLC Ishares Russell 1000 Val ETF Transaction History
Harbor Investment Advisory, LLC
- $1.14 Billion
- Q1 2024
A detailed history of Harbor Investment Advisory, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 19,362 shares of IWD stock, worth $3.37 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
19,362
Previous 19,326
0.19%
Holding current value
$3.37 Million
Previous $3.19 Million
8.58%
% of portfolio
0.3%
Previous 0.31%
Shares
17 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio