Revisor Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Revisor Wealth Management LLC

$290 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$182.82 - $196.21 $536,942 - $576,268	2,937 New	2,937 $553 Million

Others Institutions Holding IWD

# of Institutions

2,008

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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