True Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
True Wealth Advisors, LLC
- $240 Million
- Q1 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 3,153 shares of IWD stock, worth $548,590. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,153
Previous 3,151
0.06%
Holding current value
$548,590
Previous $520,000
8.46%
% of portfolio
0.23%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding IWD
# of Institutions
1,637Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.66 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.7 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