Regimen Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
A detailed history of Regimen Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 4,534 shares of IWD stock, worth $883,268. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,534
Previous 5,220
13.14%
Holding current value
$883,268
Previous $935 Million
15.39%
% of portfolio
0.27%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding IWD
# of Institutions
1,675Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.78 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$3.08 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.89 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.67 Billion0.13% of portfolio