Jp Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History
Jp Wealth Management, Inc.
- $124 Billion
- Q1 2025
A detailed history of Jp Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 981,443 shares of IWD stock, worth $175 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
981,443
Previous 5,216
18716.01%
Holding current value
$175 Million
Previous $966 Million
99.46%
% of portfolio
0.0%
Previous 0.71%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,901Shares Held
287MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.66 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.86 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.73 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.65 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.61 Billion3.52% of portfolio