Montag A & Associates Inc Ishares Russell 1000 Val ETF Transaction History
Montag A & Associates Inc
- $2.09 Billion
- Q3 2024
A detailed history of Montag A & Associates Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Montag A & Associates Inc holds 68,681 shares of IWD stock, worth $13.3 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
68,681
Previous 67,829
1.26%
Holding current value
$13.3 Million
Previous $11.8 Million
10.15%
% of portfolio
0.62%
Previous 0.6%
Shares
23 transactions
Others Institutions Holding IWD
# of Institutions
1,714Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.57 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio