Westshore Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Westshore Wealth, LLC
- $241 Million
- Q3 2024
A detailed history of Westshore Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Westshore Wealth, LLC holds 102,438 shares of IWD stock, worth $19 Million. This represents 8.08% of its overall portfolio holdings.
Number of Shares
102,438
Previous 100,631
1.8%
Holding current value
$19 Million
Previous $17.6 Million
10.74%
% of portfolio
8.08%
Previous 7.32%
Shares
16 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.16 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.91 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.82 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.73 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.59 Billion0.13% of portfolio