Stonehearth Capital Management, LLC Ishares Russell 1000 Val ETF Transaction History
Stonehearth Capital Management, LLC
- $248 Million
- Q3 2024
A detailed history of Stonehearth Capital Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stonehearth Capital Management, LLC holds 1,553 shares of IWD stock, worth $307,043. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,553
Previous 1,179
31.72%
Holding current value
$307,043
Previous $205,000
43.41%
% of portfolio
0.12%
Previous 0.09%
Shares
3 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