Kestra Advisory Services, LLC Ishares Russell 1000 Val ETF Transaction History
Kestra Advisory Services, LLC
- $14.4 Billion
- Q1 2024
A detailed history of Kestra Advisory Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 212,875 shares of IWD stock, worth $37.1 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
212,875
Previous 174,746
21.82%
Holding current value
$37.1 Million
Previous $28.9 Million
32.04%
% of portfolio
0.27%
Previous 0.24%
Shares
15 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