Vance Wealth, Inc. Ishares Russell 1000 Val ETF Transaction History
Vance Wealth, Inc.
- $263 Million
- Q3 2024
A detailed history of Vance Wealth, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Vance Wealth, Inc. holds 7,240 shares of IWD stock, worth $1.35 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
7,240
Previous 7,249
0.12%
Holding current value
$1.35 Million
Previous $1.26 Million
8.7%
% of portfolio
0.52%
Previous 0.52%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,717Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.21 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.95 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.84 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.74 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.6 Billion0.13% of portfolio