Lake Street Financial LLC Ishares Russell 1000 Val ETF Transaction History
Lake Street Financial LLC
- $713 Million
- Q1 2024
A detailed history of Lake Street Financial LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lake Street Financial LLC holds 3,349 shares of IWD stock, worth $582,893. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,349
Previous 3,632
7.79%
Holding current value
$582,893
Previous $600,000
0.17%
% of portfolio
0.08%
Previous 0.1%
Shares
13 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