Investment Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Investment Advisory Group, LLC
- $291 Million
- Q4 2024
A detailed history of Investment Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 5,488 shares of IWD stock, worth $1.05 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,488
Previous 5,447
0.75%
Holding current value
$1.05 Million
Previous $1.03 Million
1.74%
% of portfolio
0.35%
Previous 0.37%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,733Shares Held
255MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.45 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.1 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.92 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.79 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.64 Billion0.13% of portfolio