Position history for Allworth Financial LP's holdings in ISHARES TR
Allworth Financial LP holds 320,484 shares of IWD (ISHARES TR), worth $67.4M as of 2025-Q4. The position was increased (++605.0% shares). IWD represents 0.3% of Allworth Financial LP's portfolio.
Current Value
$67.4M
Current Shares
320,484
Total Value Change
+$61.4M
Total Shares Change
+287,269
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 320,484 |
+605.0% |
| $67.4M |
| 0.3% |
| $211.94 |
57 |
| 2025-Q3 | Increased | 45,462 | +4.0% | $9.3M | 0.0% | $202.24 | 29 |
| 2025-Q2 | Increased | 43,736 | +4.4% | $8.5M | 0.0% | $191.58 | 29 |
| 2025-Q1 | Decreased | 41,887 | -0.0% | $7.6M | 0.0% | $183.74 | 0 |
| 2024-Q4 | Increased | 41,893 | +25.6% | $8.1M | 0.0% | $181.36 | 34 |
| 2024-Q3 | Increased | 33,358 | +0.4% | $6.3M | 0.0% | $184.97 | 27 |
| 2024-Q2 | Decreased | 33,215 | -7.5% | $6M | 0.0% | $169.57 | 0 |