Sage Private Wealth Group, LLC Ishares Russell 1000 Val ETF Transaction History
Sage Private Wealth Group, LLC
- $75.7 Million
- Q3 2022
A detailed history of Sage Private Wealth Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 285 shares of IWD stock, worth $53,155. This represents 0.05% of its overall portfolio holdings.
Number of Shares
285
Previous 285
-0.0%
Holding current value
$53,155
Previous $41,000
4.88%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,718Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.21 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.95 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.84 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.74 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.6 Billion0.13% of portfolio