Transform Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 1,515 shares of IWD stock, worth $293,001. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,515
Previous 1,515
-0.0%
Holding current value
$293,001
Previous $264,000
8.71%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding IWD
# of Institutions
1,652Shares Held
256MCall Options Held
229KPut Options Held
19.7K-
Bank Of America Corp Charlotte, NC50.2MShares$9.71 Billion0.78% of portfolio
-
Morgan Stanley New York, NY32.6MShares$6.3 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.8MShares$3.05 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.7MShares$1.88 Billion3.77% of portfolio
-
Jpmorgan Chase & CO New York, NY9.02MShares$1.74 Billion0.14% of portfolio