Merriman Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Merriman Wealth Management, LLC
- $2.16 Billion
- Q1 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 1,611 shares of IWD stock, worth $280,378. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,611
Previous 1,628
1.04%
Holding current value
$280,378
Previous $269,000
7.06%
% of portfolio
0.01%
Previous 0.01%
Shares
26 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio