Taylor, Cottrill, Erickson & Associates, Inc. Ishares Russell 1000 Val ETF Transaction History
Taylor, Cottrill, Erickson & Associates, Inc.
- $340 Million
- Q1 2024
A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 7,160 shares of IWD stock, worth $1.26 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
7,160
Previous 7,160
-0.0%
Holding current value
$1.26 Million
Previous $1.18 Million
8.37%
% of portfolio
0.38%
Previous 0.38%
Shares
16 transactions
Others Institutions Holding IWD
# of Institutions
1,637Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.74 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.89 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.73 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.72 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.71 Billion0.16% of portfolio