Widmann Financial Services, Inc. Ishares Russell 1000 Val ETF Transaction History
Widmann Financial Services, Inc.
- $119 Million
- Q1 2024
A detailed history of Widmann Financial Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 28,064 shares of IWD stock, worth $4.88 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
28,064
Previous 27,603
1.67%
Holding current value
$4.88 Million
Previous $4.56 Million
10.2%
% of portfolio
4.22%
Previous 4.11%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,635Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.65 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.84 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.7 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.7 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio