Madison Wealth Partners, Inc Ishares Russell 1000 Val ETF Transaction History
Madison Wealth Partners, Inc
- $345 Million
- Q4 2024
A detailed history of Madison Wealth Partners, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 1,789 shares of IWD stock, worth $339,319. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,789
Previous 1,762
1.53%
Holding current value
$339,319
Previous $334,000
0.9%
% of portfolio
0.1%
Previous 0.1%
Shares
8 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