Paulson Wealth Management Inc. Ishares Russell 1000 Val ETF Transaction History
Paulson Wealth Management Inc.
- $341 Million
- Q2 2024
A detailed history of Paulson Wealth Management Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 214,589 shares of IWD stock, worth $40.6 Million. This represents 10.99% of its overall portfolio holdings.
Number of Shares
214,589
Previous 212,415
1.02%
Holding current value
$40.6 Million
Previous $38 Million
1.59%
% of portfolio
10.99%
Previous 11.26%
Shares
27 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.49 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.98 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.83 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.7 Billion0.14% of portfolio