Jfs Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Jfs Wealth Advisors, LLC
- $1.26 Billion
- Q1 2024
A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 49,869 shares of IWD stock, worth $8.7 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
49,869
Previous 47,577
4.82%
Holding current value
$8.7 Million
Previous $7.86 Million
13.61%
% of portfolio
0.71%
Previous 0.67%
Shares
25 transactions
Others Institutions Holding IWD
# of Institutions
1,631Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.69 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.86 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.7 Billion0.16% of portfolio