Valpey Financial Services, LLC Ishares Russell 1000 Val ETF Transaction History
Valpey Financial Services, LLC
- $153 Billion
- Q3 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 1,006 shares of IWD stock, worth $206,018. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,006Holding current value
$206,018% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,996Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio