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 $243,646. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,289
Previous 1,289
-0.0%
Holding current value
$243,646
Previous $213,000
7.98%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.49 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.98 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.83 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.7 Billion0.14% of portfolio