Melfa Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
A detailed history of Melfa Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 3,275 shares of IWD stock, worth $636,922. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,275
Previous 3,330
1.65%
Holding current value
$636,922
Previous $632 Million
4.07%
% of portfolio
0.41%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,852Shares Held
277MCall Options Held
1.29MPut Options Held
1.1M-
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