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 $284,329. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,462
Previous 1,511
3.24%
Holding current value
$284,329
Previous $286,000
5.59%
% of portfolio
0.1%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,852Shares Held
277MCall Options Held
1.29MPut Options Held
1.1M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio