Marshall & Sterling Wealth Advisors Inc. Ishares Russell 1000 Val ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,748 shares of IWD stock, worth $339,951. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,748Holding current value
$339,951% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,868Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio