Kozak & Associates, Inc. Ishares Russell 1000 Val ETF Transaction History

Kozak & Associates, Inc.

$500 Million
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 18, 2025	BUY	$192.76 - $203.86 $9,059 - $9,581	47 New	47 $9,000
Q4 2023 Jan 17, 2024	BUY	$143.69 - $165.7 $574 - $662	4 New	4 $0

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

About ISHARES RUSSELL 1000 VAL ETF

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