Tradition Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Tradition Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 47,150 shares of IWD stock, worth $8.94 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
47,150
Previous 47,148
-0.0%
Holding current value
$8.94 Million
Previous $8.95 Million
2.46%
% of portfolio
0.83%
Previous 0.85%
Shares
16 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.3 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.28 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.9 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.75 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.71 Billion3.52% of portfolio