West Hill Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History
West Hill Financial Advisors, Inc.
- $445 Million
- Q3 2024
A detailed history of West Hill Financial Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 10,919 shares of IWD stock, worth $2.06 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
10,919
Previous 11,165
2.2%
Holding current value
$2.06 Million
Previous $1.95 Million
6.42%
% of portfolio
0.47%
Previous 0.47%
Shares
15 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.32 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.02 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.87 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.76 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.62 Billion0.13% of portfolio