Pur Efi Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Pur Efi Wealth, LLC
- $100 Billion
- Q1 2025
A detailed history of Pur Efi Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 2,705 shares of IWD stock, worth $488,063. This represents 0.51% of its overall portfolio holdings.
Number of Shares
2,705
Previous 1,846
46.53%
Holding current value
$488,063
Previous $342 Million
48.93%
% of portfolio
0.51%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,887Shares Held
287MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.75 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.92 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.75 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.67 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.63 Billion3.52% of portfolio