Zhang Financial LLC Ishares Russell 1000 Val ETF Transaction History
Zhang Financial LLC
- $1.42 Billion
- Q2 2024
A detailed history of Zhang Financial LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Zhang Financial LLC holds 2,053 shares of IWD stock, worth $369,211. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,053
Previous 2,138
3.98%
Holding current value
$369,211
Previous $382,000
6.28%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,640Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.96 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$5.01 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.8 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.76 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.75 Billion0.16% of portfolio