Roundview Capital LLC Ishares Russell 1000 Val ETF Transaction History
Roundview Capital LLC
- $1.35 Billion
- Q3 2024
A detailed history of Roundview Capital LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Roundview Capital LLC holds 1,185 shares of IWD stock, worth $219,853. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,185
Previous 1,196
0.92%
Holding current value
$219,853
Previous $208,000
7.69%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.16 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.91 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.82 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.73 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.59 Billion0.13% of portfolio