Independent Family Office, LLC Ishares Russell 1000 Val ETF Transaction History
Independent Family Office, LLC
- $197 Million
- Q3 2024
A detailed history of Independent Family Office, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Independent Family Office, LLC holds 82,026 shares of IWD stock, worth $15.1 Million. This represents 7.89% of its overall portfolio holdings.
Number of Shares
82,026
Previous 79,907
2.65%
Holding current value
$15.1 Million
Previous $13.9 Million
11.67%
% of portfolio
7.89%
Previous 7.98%
Shares
19 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.07 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.86 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.8 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.72 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.58 Billion0.13% of portfolio