Optima Capital LLC Ishares Russell 1000 Val ETF Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Optima Capital LLC holds 25 shares of IWD stock, worth $5,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,119

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$199.44 - $208.01 $4,986 - $5,200	25 New	25 $5.26 Million

Others Institutions Holding IWD

# of Institutions

2,019

Shares Held

266M

Call Options Held

342K

Put Options Held

5.28M

Bank Of America Corp Charlotte, NC

49.6M
Shares

$10.2 Billion
0.71% of portfolio
Morgan Stanley New York, NY

36.4M
Shares

$7.45 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

11.3M
Shares

$2.32 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.91M
Shares

$1.83 Billion
0.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.58M
Shares

$1.76 Billion
3.34% of portfolio

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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