Iams Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
A detailed history of Iams Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 4,242 shares of IWD stock, worth $737,938. This represents 0.44% of its overall portfolio holdings.
Number of Shares
4,242Holding current value
$737,938% of portfolio
0.44%Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.66 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
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Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
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Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio