Naples Global Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Naples Global Advisors, LLC
- $964 Million
- Q1 2024
A detailed history of Naples Global Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Naples Global Advisors, LLC holds 37,785 shares of IWD stock, worth $6.64 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
37,785
Previous 36,882
2.45%
Holding current value
$6.64 Million
Previous $6.09 Million
11.04%
% of portfolio
0.7%
Previous 0.68%
Shares
22 transactions
Others Institutions Holding IWD
# of Institutions
1,637Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.74 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.89 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.73 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.72 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.71 Billion0.16% of portfolio