Lion Street Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Lion Street Advisors, LLC
- $306 Million
- Q1 2025
A detailed history of Lion Street Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lion Street Advisors, LLC holds 14,714 shares of IWD stock, worth $2.65 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
14,714
Previous 13,214
11.35%
Holding current value
$2.65 Million
Previous $2.45 Million
12.02%
% of portfolio
0.89%
Previous 0.8%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,883Shares Held
288MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.75 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.92 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.75 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.67 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.63 Billion3.52% of portfolio