Morton Brown Family Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Morton Brown Family Wealth, LLC
- $260 Million
- Q2 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 108 shares of IWD stock, worth $20,483. This represents 0.01% of its overall portfolio holdings.
Number of Shares
108
Previous 108
-0.0%
Holding current value
$20,483
Previous $19,000
5.26%
% of portfolio
0.01%
Previous 0.01%
Shares
4 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