Lake Hills Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Lake Hills Wealth Management, LLC
- $150 Million
- Q4 2024
A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 1,439 shares of IWD stock, worth $279,698. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,439
Previous 1,427
0.84%
Holding current value
$279,698
Previous $270,000
1.48%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,878Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio