Steel Peak Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Steel Peak Wealth Management LLC
- $1.98 Billion
- Q1 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 1,558 shares of IWD stock, worth $271,154. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,558
Previous 1,498
4.01%
Holding current value
$271,154
Previous $247,000
12.96%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio