Philip James Wealth Mangement, LLC Ishares Russell 1000 Val ETF Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 2,114 shares of IWD stock, worth $384,621. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,114
Previous 2,105
0.43%
Holding current value
$384,621
Previous $377 Million
2.2%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,631Shares Held
250MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$9.06 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$5.07 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.83 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.78 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.77 Billion0.16% of portfolio