New Legacy Group, LLC Ishares Russell 1000 Val ETF Transaction History
New Legacy Group, LLC
- $36.6 Million
- Q3 2023
A detailed history of New Legacy Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, New Legacy Group, LLC holds 10,635 shares of IWD stock, worth $2.01 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
10,635
Previous 10,635
-0.0%
Holding current value
$2.01 Million
Previous $1.68 Million
3.81%
% of portfolio
4.41%
Previous 4.25%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.32 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.02 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.87 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.76 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.62 Billion0.13% of portfolio