Bnc Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Bnc Wealth Management, LLC

$291 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$115.84 - $136.73 $42,976 - $50,726	-371 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$111.27 - $124.26 $41,281 - $46,100	371 New	371 $44,000

Others Institutions Holding IWD

# of Institutions

1,887

Shares Held

287M

Call Options Held

1.31M

Put Options Held

1.09M

Bank Of America Corp Charlotte, NC

54.1M
Shares

$10.1 Billion
0.86% of portfolio
Morgan Stanley New York, NY

38.4M
Shares

$7.15 Billion
0.51% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.84 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.72 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.68 Billion
3.52% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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