Private Wealth Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 169 shares of IWD stock, worth $34,694. This represents 0.0% of its overall portfolio holdings.
Number of Shares
169
Previous 178
5.06%
Holding current value
$34,694
Previous $33.5 Million
1.99%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,946Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.2 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.32 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.18 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.87 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.8 Billion3.41% of portfolio