Sonata Capital Group Inc Ishares Russell 1000 Val ETF Transaction History
Sonata Capital Group Inc
- $195 Million
- Q2 2024
A detailed history of Sonata Capital Group Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sonata Capital Group Inc holds 62,868 shares of IWD stock, worth $11.9 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
62,868
Previous 59,654
5.39%
Holding current value
$11.9 Million
Previous $10.7 Million
2.66%
% of portfolio
5.63%
Previous 4.86%
Shares
28 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.52 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.18 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio