Modern Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,017 shares of IWD stock, worth $591,663. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,017
Previous 3,016
0.03%
Holding current value
$591,663
Previous $526 Million
8.85%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.68 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.25 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.83 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.68 Billion0.13% of portfolio