Hm Capital Management, LLC Ishares Russell 1000 Val ETF Transaction History
Hm Capital Management, LLC
- $167 Million
- Q3 2022
A detailed history of Hm Capital Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Hm Capital Management, LLC holds 20,523 shares of IWD stock, worth $4.09 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
20,523
Previous 21,018
2.36%
Holding current value
$4.09 Million
Previous $3.05 Million
8.4%
% of portfolio
1.67%
Previous 1.7%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.84 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.03 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.86 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.71 Billion0.13% of portfolio