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iShares Russell 1000 Value Index shares owned by Bleakley Financial Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Bleakley Financial Group from 13F filings

Historical chart of Bleakley Financial Group investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Bleakley Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 83k 179.11
2023-12-31 $17M 106k 165.25
2023-09-30 $12M 76k 151.82
2023-06-30 $12M 76k 157.83
2023-03-31 $12M 76k 152.26
2022-12-31 $12M 77k 151.65

More positions owned by Bleakley Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Bleakley Financial Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index