Vaughan David Investments LLC Ishares Russell 1000 Val ETF Transaction History
Vaughan David Investments LLC
- $4.47 Billion
- Q2 2025
A detailed history of Vaughan David Investments LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Vaughan David Investments LLC holds 1,063 shares of IWD stock, worth $215,395. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,063
Previous 1,063
-0.0%
Holding current value
$215,395
Previous $200,000
3.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,947Shares Held
267MCall Options Held
722KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$10.1 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$7.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$3.14 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY9.09MShares$1.84 Billion0.13% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.77 Billion3.41% of portfolio