Lion Street Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Lion Street Advisors, LLC
- $307 Million
- Q4 2024
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 13,214 shares of IWD stock, worth $2.46 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
13,214
Previous 12,914
2.32%
Holding current value
$2.46 Million
Previous $2.45 Million
0.2%
% of portfolio
0.8%
Previous 0.87%
Shares
9 transactions
Others Institutions Holding IWD
# of Institutions
1,884Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.1 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.15 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.84 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.72 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.68 Billion3.52% of portfolio