J.W. Cole Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 28,781 shares of IWD stock, worth $5.64 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
28,781
Previous 28,645
0.47%
Holding current value
$5.64 Million
Previous $5 Million
9.31%
% of portfolio
0.23%
Previous 0.24%
Shares
18 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.68 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.25 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.83 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.68 Billion0.13% of portfolio