Higgins & Schmidt Wealth Strategies LLC Ishares Russell 1000 Val ETF Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $198 Billion
- Q3 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 4,686 shares of IWD stock, worth $949,008. This represents 0.48% of its overall portfolio holdings.
Number of Shares
4,686
Previous 4,741
1.16%
Holding current value
$949,008
Previous $921 Million
3.6%
% of portfolio
0.48%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,953Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.1 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.84 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio