Steward Partners Investment Advisory, LLC Ishares Russell 1000 Val ETF Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 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 244,579 shares of IWD stock, worth $47.6 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
244,579
Previous 240,289
1.79%
Holding current value
$47.6 Million
Previous $43 Million
0.85%
% of portfolio
0.46%
Previous 0.48%
Shares
30 transactions
Others Institutions Holding IWD
# of Institutions
1,674Shares Held
257MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.78 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$3.08 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.89 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.76 Billion0.14% of portfolio