Zrc Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History
Zrc Wealth Management, LLC
- $200 Billion
- Q1 2024
A detailed history of Zrc Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 8,684 shares of IWD stock, worth $1.51 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
8,684
Previous 7,030
23.53%
Holding current value
$1.51 Million
Previous $1.07 Billion
45.73%
% of portfolio
0.78%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,637Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.66 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 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$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio