Lake Street Financial LLC Ishares Russell 1000 Val ETF Transaction History
Lake Street Financial LLC
- $600 Million
- Q3 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 2,584 shares of IWD stock, worth $487,781. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,584
Previous 3,350
22.87%
Holding current value
$487,781
Previous $584,000
16.1%
% of portfolio
0.08%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.32 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.02 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.87 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.76 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.62 Billion0.13% of portfolio