Mason Investment Advisory Services, Inc. Ishares Russell 1000 Val ETF Transaction History
Mason Investment Advisory Services, Inc.
- $2.01 Trillion
- Q3 2025
A detailed history of Mason Investment Advisory Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 3,512 shares of IWD stock, worth $719,222. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,512
Previous 3,498
0.4%
Holding current value
$719,222
Previous $679 Million
5.25%
% of portfolio
0.04%
Previous 0.04%
Shares
19 transactions
Others Institutions Holding IWD
# of Institutions
1,992Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio