Ridgecrest Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Ridgecrest Wealth Partners, LLC
- $167 Million
- Q1 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 1,480 shares of IWD stock, worth $259,902. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,480
Previous 1,480
-0.0%
Holding current value
$259,902
Previous $244,000
8.61%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
1,637Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.74 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.89 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.73 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.72 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.71 Billion0.16% of portfolio