Monograph Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 10,618 shares of IWD stock, worth $2.01 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
10,618
Previous 13,030
18.51%
Holding current value
$2.01 Million
Previous $2.33 Million
20.62%
% of portfolio
0.28%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio