Trinity Point Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Trinity Point Wealth, LLC
- $595 Million
- Q1 2024
A detailed history of Trinity Point Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 1,268 shares of IWD stock, worth $220,365. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,268
Previous 1,255
1.04%
Holding current value
$220,365
Previous $207,000
9.66%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IWD
# of Institutions
1,635Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.65 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.84 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.7 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio