Tanglewood Legacy Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Tanglewood Legacy Advisors, LLC
- $212 Billion
- Q2 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 27,923 shares of IWD stock, worth $5.29 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
27,923
Previous 29,238
4.5%
Holding current value
$5.29 Million
Previous $5.24 Billion
6.97%
% of portfolio
2.3%
Previous 2.58%
Shares
7 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.51 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$2.99 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.84 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.71 Billion0.14% of portfolio