Paragon Financial Partners, Inc. Ishares Russell 1000 Val ETF Transaction History
Paragon Financial Partners, Inc.
- $127 Million
- Q1 2025
A detailed history of Paragon Financial Partners, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Paragon Financial Partners, Inc. holds 7,717 shares of IWD stock, worth $1.38 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
7,717
Previous 7,707
0.13%
Holding current value
$1.38 Million
Previous $1.43 Million
0.77%
% of portfolio
1.13%
Previous 1.07%
Shares
12 transactions
Others Institutions Holding IWD
# of Institutions
1,897Shares Held
286MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.66 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.86 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.73 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.65 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.61 Billion3.52% of portfolio