Burns J W & CO Inc Ishares Russell 1000 Val ETF Transaction History

Burns J W & CO Inc

$779 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 09, 2019	SELL	N/A	-1,824 Closed	0 $0
Q1 2019 Apr 02, 2019	BUY	N/A	1,824 New	1,824 $225,000

Others Institutions Holding IWD

# of Institutions

1,815

Shares Held

265M

Call Options Held

658K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.55 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.17 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.95 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.79 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.74 Billion
3.52% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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