Quotient Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Quotient Wealth Partners, LLC
- $3.13 Trillion
- Q1 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 9,563 shares of IWD stock, worth $1.71 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,563
Previous 9,619
0.58%
Holding current value
$1.71 Million
Previous $1.78 Billion
1.05%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,900Shares Held
286MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.66 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.86 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.73 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.65 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.61 Billion3.52% of portfolio