Integris Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Integris Wealth Management, LLC
- $355 Billion
- Q4 2024
A detailed history of Integris Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Integris Wealth Management, LLC holds 1,900 shares of IWD stock, worth $369,512. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,900
Previous 1,900
-0.0%
Holding current value
$369,512
Previous $361 Million
2.46%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,852Shares Held
277MCall Options Held
1.29MPut Options Held
1.1M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio