Talisman Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,779 shares of IWD stock, worth $507,445. This represents 0.56% of its overall portfolio holdings.
Number of Shares
2,779
Previous 2,847
2.39%
Holding current value
$507,445
Previous $509,000
4.91%
% of portfolio
0.56%
Previous 0.64%
Shares
7 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$9.17 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$5.95 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.88 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.77 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.65 Billion0.14% of portfolio