Paladin Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Paladin Advisory Group, LLC
- $135 Million
- Q3 2024
A detailed history of Paladin Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 6,502 shares of IWD stock, worth $1.3 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
6,502
Previous 3,742
73.76%
Holding current value
$1.3 Million
Previous $652,000
89.26%
% of portfolio
0.92%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.84 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.03 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.86 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.71 Billion0.13% of portfolio