Pb Mares Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,378 shares of IWD stock, worth $452,604. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,378
Previous 2,323
2.37%
Holding current value
$452,604
Previous $440,000
-0.0%
% of portfolio
0.09%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding IWD
# of Institutions
1,880Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.3 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.3 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.91 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.76 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.72 Billion3.52% of portfolio