Moneta Group Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Moneta Group Investment Advisors LLC
- $5.03 Billion
- Q4 2023
A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 248,996 shares of IWD stock, worth $43.3 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
248,996
Previous 243,107
2.42%
Holding current value
$43.3 Million
Previous $36.9 Million
11.48%
% of portfolio
0.82%
Previous 0.84%
Shares
30 transactions
Others Institutions Holding IWD
# of Institutions
1,635Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.65 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.84 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.7 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio