Stone Asset Management Inc. Ishares Russell 1000 Val ETF Transaction History
Stone Asset Management Inc.
- $62.6 Million
- Q1 2023
A detailed history of Stone Asset Management Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stone Asset Management Inc. holds 13,880 shares of IWD stock, worth $2.56 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
13,880
Previous 48,181
71.19%
Holding current value
$2.56 Million
Previous $7.31 Million
71.08%
% of portfolio
3.38%
Previous 4.54%
Shares
6 transactions
Others Institutions Holding IWD
# of Institutions
1,638Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.26 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.01 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.91 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.79 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.66 Billion0.14% of portfolio