Oak Family Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Oak Family Advisors, LLC
- $268 Million
- Q4 2024
A detailed history of Oak Family Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Oak Family Advisors, LLC holds 1,462 shares of IWD stock, worth $283,116. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,462
Previous 1,511
3.24%
Holding current value
$283,116
Previous $286,000
5.59%
% of portfolio
0.1%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,794Shares Held
261MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.56 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio