Jamison Private Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History
Jamison Private Wealth Management, Inc.
- $656 Billion
- Q1 2025
A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,573 shares of IWD stock, worth $296,699. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,573
Previous 1,573
-0.0%
Holding current value
$296,699
Previous $291 Million
1.64%
% of portfolio
0.05%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,907Shares Held
279MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.54 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.22 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$2.95 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.71 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.65 Billion3.54% of portfolio