Intergy Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 2024
A detailed history of Intergy Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 4,966 shares of IWD stock, worth $961,119. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,966Holding current value
$961,119% of portfolio
0.35%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,772Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
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Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
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Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio