Strategic Wealth Investment Group, LLC Ishares Russell 1000 Val ETF Transaction History
Strategic Wealth Investment Group, LLC
- $1.1 Billion
- Q3 2025
A detailed history of Strategic Wealth Investment Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 1,013 shares of IWD stock, worth $207,452. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,013Holding current value
$207,452% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,992Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
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Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
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Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio