Wealthspan Partners, LLC Ishares Russell 1000 Val ETF Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 21,051 shares of IWD stock, worth $3.96 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
21,051
Previous 21,471
1.96%
Holding current value
$3.96 Million
Previous $4.08 Million
4.37%
% of portfolio
1.91%
Previous 2.06%
Shares
13 transactions
Others Institutions Holding IWD
# of Institutions
1,882Shares Held
284MCall Options Held
1.31MPut Options Held
1.09M-
Bank Of America Corp Charlotte, NC54.1MShares$10.2 Billion0.86% of portfolio
-
Morgan Stanley New York, NY38.4MShares$7.21 Billion0.51% of portfolio
-
Goldman Sachs Group Inc New York, NY15.3MShares$2.87 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY9.25MShares$1.74 Billion0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.01MShares$1.69 Billion3.52% of portfolio