Quotient Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Quotient Wealth Partners, LLC
- $3.04 Trillion
- Q3 2024
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 9,619 shares of IWD stock, worth $1.82 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,619
Previous 9,767
1.52%
Holding current value
$1.82 Million
Previous $1.7 Billion
7.14%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.32 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.02 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.87 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.76 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.62 Billion0.13% of portfolio