Pur Efi Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Pur Efi Wealth, LLC

$102 Billion
Q4 2024

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 1,846 shares of IWD stock, worth $358,807. This represents 0.33% of its overall portfolio holdings.

Number of Shares

1,846

Holding current value

$358,807

% of portfolio

0.33%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$183.23 - $199.79 $338,242 - $368,812	1,846 New	1,846 $342 Million

Others Institutions Holding IWD

# of Institutions

1,878

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

Bank Of America Corp Charlotte, NC

54.1M
Shares

$10.5 Billion
0.86% of portfolio
Morgan Stanley New York, NY

38.4M
Shares

$7.46 Billion
0.51% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.97 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.8 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.75 Billion
3.52% of portfolio

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.

Account

Pur Efi Wealth, LLC Ishares Russell 1000 Val ETF Transaction History