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 $252,205. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,289
Previous 1,289
-0.0%
Holding current value
$252,205
Previous $213,000
7.98%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,944Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$9.75 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$6.98 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.03 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.78 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.71 Billion3.41% of portfolio