Stephenson & Company, Inc. Ishares Russell 1000 Val ETF Transaction History
Stephenson & Company, Inc.
- $135 Billion
- Q2 2024
A detailed history of Stephenson & Company, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stephenson & Company, Inc. holds 1,876 shares of IWD stock, worth $355,802. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,876
Previous 2,102
10.75%
Holding current value
$355,802
Previous $377 Million
13.06%
% of portfolio
0.24%
Previous 0.28%
Shares
3 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