Precedent Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Precedent Wealth Partners, LLC
- $408 Billion
- Q2 2025
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 13,204 shares of IWD stock, worth $2.63 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
13,204
Previous 13,204
-0.0%
Holding current value
$2.63 Million
Previous $2.48 Billion
3.23%
% of portfolio
0.63%
Previous 0.69%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,922Shares Held
276MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$10.1 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.62 Billion0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY15.6MShares$3.11 Billion0.49% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.81 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.74 Billion3.54% of portfolio