Ratio Wealth Group Ishares Russell 1000 Val ETF Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ratio Wealth Group holds 1,289 shares of IWD stock, worth $250,684. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,289
Previous 1,289
-0.0%
Holding current value
$250,684
Previous $213,000
7.98%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,852Shares Held
277MCall Options Held
1.29MPut Options Held
1.1M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio