Morgan Rosel Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Morgan Rosel Wealth Management, LLC
- $292 Million
- Q4 2024
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 1,575 shares of IWD stock, worth $306,306. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,575
Previous 1,575
-0.0%
Holding current value
$306,306
Previous $298,000
2.35%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,852Shares Held
277MCall Options Held
1.29MPut Options Held
1.1M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio