Signature Wealth Management Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Signature Wealth Management Partners, LLC
- $138 Million
- Q3 2024
A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 1,168 shares of IWD stock, worth $230,925. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,168
Previous 1,162
0.52%
Holding current value
$230,925
Previous $202,000
9.41%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.76 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.3 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.01 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.85 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.7 Billion0.13% of portfolio