Hb Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Hb Wealth Management, LLC
- $7.99 Billion
- Q1 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 156,942 shares of IWD stock, worth $28.3 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
156,942
Previous 159,651
1.7%
Holding current value
$28.3 Million
Previous $26.4 Million
6.55%
% of portfolio
0.35%
Previous 0.38%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,637Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.97 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$5.02 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.8 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.77 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.75 Billion0.16% of portfolio