Moulton Wealth Management, Inc Ishares Russell 1000 Val ETF Transaction History
Moulton Wealth Management, Inc
- $129 Million
- Q4 2024
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 1,846 shares of IWD stock, worth $348,820. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,846Holding current value
$348,820% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,727Shares Held
255MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.33 Billion0.79% of portfolio
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Morgan Stanley New York, NY31.9MShares$6.02 Billion0.45% of portfolio
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Goldman Sachs Group Inc New York, NY15.2MShares$2.88 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.76 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.62 Billion0.13% of portfolio