Visionary Wealth Advisors Ishares Russell 1000 Val ETF Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 55,451 shares of IWD stock, worth $11.2 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
55,451
Previous 55,659
0.37%
Holding current value
$11.2 Million
Previous $10.5 Million
2.85%
% of portfolio
0.59%
Previous 0.67%
Shares
22 transactions
Others Institutions Holding IWD
# of Institutions
1,970Shares 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