Quantum Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Quantum Private Wealth, LLC
- $283 Million
- Q3 2024
A detailed history of Quantum Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Quantum Private Wealth, LLC holds 2,436 shares of IWD stock, worth $451,951. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,436
Previous 2,194
11.03%
Holding current value
$451,951
Previous $382,000
20.94%
% of portfolio
0.16%
Previous 0.14%
Shares
2 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