High Net Worth Advisory Group LLC Ishares Russell 1000 Val ETF Transaction History
High Net Worth Advisory Group LLC
- $345 Million
- Q4 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 1,101 shares of IWD stock, worth $208,826. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,101
Previous 1,129
2.48%
Holding current value
$208,826
Previous $214,000
5.14%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.3 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.28 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.9 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.75 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.71 Billion3.52% of portfolio