Steward Partners Investment Advisory, LLC Ishares Russell 1000 Val ETF Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 248,399 shares of IWD stock, worth $49.1 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
248,399
Previous 244,579
1.56%
Holding current value
$49.1 Million
Previous $42.7 Million
10.49%
% of portfolio
0.44%
Previous 0.46%
Shares
31 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