Ls Investment Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Ls Investment Advisors, LLC

$646 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 10, 2021	SELL	$115.84 - $136.73 $13,437 - $15,860	-116 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$111.27 - $124.26 $12,907 - $14,414	116 New	116 $14,000

Others Institutions Holding IWD

# of Institutions

1,795

Shares Held

261M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.54 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.16 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$2.94 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.8 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.66 Billion
0.13% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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