Lokken Investment Group LLC Ishares Russell 1000 Val ETF Transaction History
Lokken Investment Group LLC
- $213 Million
- Q4 2024
A detailed history of Lokken Investment Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lokken Investment Group LLC holds 1,314 shares of IWD stock, worth $249,226. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,314
Previous 1,314
-0.0%
Holding current value
$249,226
Previous $249,000
2.41%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.3 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.28 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.9 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.75 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.71 Billion3.52% of portfolio