Monument Group Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,089 shares of IWD stock, worth $210,765. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,089
Previous 1,089
-0.0%
Holding current value
$210,765
Previous $207 Million
2.46%
% of portfolio
0.14%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,772Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 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