Vista Private Wealth Partners. LLC Ishares Russell 1000 Val ETF Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 315 shares of IWD stock, worth $60,316. This represents 0.02% of its overall portfolio holdings.
Number of Shares
315
Previous 313
0.64%
Holding current value
$60,316
Previous $59,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,729Shares Held
255MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.45 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.1 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.92 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.79 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.64 Billion0.13% of portfolio