My Personal Cfo, LLC Ishares Russell 1000 Val ETF Transaction History
My Personal Cfo, LLC
- $253 Million
- Q3 2025
A detailed history of My Personal Cfo, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, My Personal Cfo, LLC holds 18,811 shares of IWD stock, worth $3.81 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
18,811Holding current value
$3.81 Million% of portfolio
1.51%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,974Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.1 Billion0.73% of portfolio
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Morgan Stanley New York, NY35.7MShares$7.23 Billion0.47% of portfolio
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Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
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Jpmorgan Chase & CO New York, NY9.09MShares$1.84 Billion0.13% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio