Occidental Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History
Occidental Asset Management, LLC
- $637 Million
- Q4 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 3,939 shares of IWD stock, worth $766,056. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,939
Previous 3,939
-0.0%
Holding current value
$766,056
Previous $747,000
2.41%
% of portfolio
0.11%
Previous 0.12%
Shares
16 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