Lee Kelleher Wealth Management Ishares Russell 1000 Val ETF Transaction History
Lee Kelleher Wealth Management
- $162 Billion
- Q3 2025
A detailed history of Lee Kelleher Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 2,081 shares of IWD stock, worth $421,444. This represents 0.26% of its overall portfolio holdings.
Number of Shares
2,081
Previous 2,081
-0.0%
Holding current value
$421,444
Previous $404 Million
4.82%
% of portfolio
0.26%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,963Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.1 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.84 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio