True Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,131 shares of IWD stock, worth $605,973. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,131
Previous 3,149
0.57%
Holding current value
$605,973
Previous $597,000
3.02%
% of portfolio
0.22%
Previous 0.22%
Shares
14 transactions
Others Institutions Holding IWD
# of Institutions
1,772Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio