Occidental Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History
Occidental Asset Management, LLC
- $530 Million
- Q1 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Occidental Asset Management, LLC holds 3,839 shares of IWD stock, worth $668,139. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,839
Previous 3,857
0.47%
Holding current value
$668,139
Previous $637,000
7.85%
% of portfolio
0.13%
Previous 0.13%
Shares
15 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio