Walkner Condon Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,433 shares of IWD stock, worth $856,544. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,433
Previous 3,791
16.93%
Holding current value
$856,544
Previous $719,000
14.05%
% of portfolio
0.17%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding IWD
# of Institutions
1,795Shares Held
261MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.54 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.16 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.94 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.8 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio