Trivant Custom Portfolio Group, LLC Ishares Russell 1000 Val ETF Transaction History
Trivant Custom Portfolio Group, LLC
- $157 Billion
- Q1 2024
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 55 shares of IWD stock, worth $9,572. This represents 0.01% of its overall portfolio holdings.
Number of Shares
55
Previous 55
-0.0%
Holding current value
$9,572
Previous $9.09 Million
8.39%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio