Kowal Investment Group, LLC Ishares Russell 1000 Val ETF Transaction History
Kowal Investment Group, LLC
- $460 Million
- Q1 2024
A detailed history of Kowal Investment Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 1,851 shares of IWD stock, worth $322,148. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,851
Previous 24,579
92.47%
Holding current value
$322,148
Previous $4.06 Million
91.85%
% of portfolio
0.07%
Previous 0.95%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 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$1.69 Billion0.16% of portfolio