Wealth Management Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Wealth Management Partners, LLC
- $229 Million
- Q4 2024
A detailed history of Wealth Management Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,751 shares of IWD stock, worth $340,534. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,751
Previous 1,788
2.07%
Holding current value
$340,534
Previous $339,000
4.42%
% of portfolio
0.14%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding IWD
# of Institutions
1,852Shares Held
277MCall Options Held
1.29MPut Options Held
1.1M-
Bank Of America Corp Charlotte, NC54.1MShares$10.5 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.46 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.97 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.8 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.75 Billion3.52% of portfolio