High Note Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
High Note Wealth, LLC
- $483 Million
- Q3 2025
A detailed history of High Note Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, High Note Wealth, LLC holds 47 shares of IWD stock, worth $9,625. This represents 0.0% of its overall portfolio holdings.
Number of Shares
47
Previous 47
-0.0%
Holding current value
$9,625
Previous $9,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
2,000Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio