Twelve Points Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Twelve Points Wealth Management LLC
- $357 Million
- Q1 2025
A detailed history of Twelve Points Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 1,066 shares of IWD stock, worth $201,068. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,066Holding current value
$201,068% of portfolio
0.06%Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,907Shares Held
279MCall Options Held
617KPut Options Held
5.88M-
Bank Of America Corp Charlotte, NC50.6MShares$9.54 Billion0.78% of portfolio
-
Morgan Stanley New York, NY38.3MShares$7.22 Billion0.53% of portfolio
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Goldman Sachs Group Inc New York, NY15.6MShares$2.95 Billion0.49% of portfolio
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Jpmorgan Chase & CO New York, NY9.09MShares$1.71 Billion0.13% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.65 Billion3.54% of portfolio