Moss Adams Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Moss Adams Wealth Advisors LLC
- $622 Billion
- Q1 2024
A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 2,819 shares of IWD stock, worth $490,646. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,819
Previous 1,804
56.26%
Holding current value
$490,646
Previous $298 Million
69.37%
% of portfolio
0.08%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio