Private Wealth Strategies, L.L.C. Ishares Russell 1000 Val ETF Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
A detailed history of Private Wealth Strategies, L.L.C. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 2,124 shares of IWD stock, worth $394,065. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,124
Previous 2,119
0.24%
Holding current value
$394,065
Previous $379,000
2.37%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.16 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.91 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.82 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.73 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.59 Billion0.13% of portfolio