York Bridge Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 4,783 shares of IWD stock, worth $834,490. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,783
Previous 4,783
-0.0%
Holding current value
$834,490
Previous $650,000
11.54%
% of portfolio
0.18%
Previous 0.17%
Shares
14 transactions
Others Institutions Holding IWD
# of Institutions
1,631Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.69 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.86 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.7 Billion0.16% of portfolio