Financial Engines Advisors L.L.C. IWD Holdings History
Financial Engines Advisors L.L.C.'s iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Financial Engines Advisors L.L.C. held 8.76 Mil shares of iShares Russell 1000 Value ETF(IWD), totaling $1.65 Bil. This investment constitutes 3.54% of their stock portfolio, and Financial Engines Advisors L.L.C. now holds 2.66% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then Financial Engines Advisors L.L.C. has made 3 purchases of IWD, at an average price of $119.59, for a total of 18.31 Mil shares. In addition, there have been 24 sales at an average price of $139.69 for 9.55 Mil shares. Based on historical transaction data and IWD's current price of $195.99, Financial Engines Advisors L.L.C.'s estimated gain on his IWD holdings is $861.11 Mil, reflecting a 39.33% gain to date.
Financial Engines Advisors L.L.C. IWD ($195.99) Holding Chart
Financial Engines Advisors L.L.C. IWD ($195.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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