Precedent Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 13,405 shares of IWD stock, worth $2.46 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
13,405
Previous 13,378
0.2%
Holding current value
$2.46 Million
Previous $2.33 Billion
9.01%
% of portfolio
0.84%
Previous 0.94%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.07 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.86 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.8 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.72 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.58 Billion0.13% of portfolio