Independence Asset Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Independence Asset Advisors, LLC
- $161 Billion
- Q2 2025
A detailed history of Independence Asset Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Independence Asset Advisors, LLC holds 306,319 shares of IWD stock, worth $62.1 Million. This represents 37.02% of its overall portfolio holdings.
Number of Shares
306,319Holding current value
$62.1 Million% of portfolio
37.02%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,949Shares 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
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Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
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Jpmorgan Chase & CO New York, NY9.09MShares$1.84 Billion0.13% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio