Stephens Group Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History
Stephens Group Asset Management, LLC
- $1.23 Billion
- Q1 2025
A detailed history of Stephens Group Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stephens Group Asset Management, LLC holds 392,301 shares of IWD stock, worth $70.8 Million. This represents 5.92% of its overall portfolio holdings.
Number of Shares
392,301
Previous 365,537
7.32%
Holding current value
$70.8 Million
Previous $67.7 Million
7.98%
% of portfolio
5.92%
Previous 5.64%
Shares
34 transactions
Others Institutions Holding IWD
# of Institutions
1,883Shares Held
288MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$9.75 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$6.92 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.75 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.67 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.63 Billion3.52% of portfolio