New Edge Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 82,192 shares of IWD stock, worth $14.6 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
82,192
Previous 81,568
0.77%
Holding current value
$14.6 Million
Previous $13.5 Million
9.21%
% of portfolio
0.13%
Previous 0.13%
Shares
29 transactions
Others Institutions Holding IWD
# of Institutions
1,629Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.82 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.94 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.75 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.74 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.72 Billion0.16% of portfolio