Sanders Morris Harris LLC Ishares Russell 1000 Val ETF Transaction History

Sanders Morris Harris LLC

$585 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 14, 2018	SELL	N/A	-1,605 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	1,605	1,605 $200,000

Others Institutions Holding IWD

# of Institutions

1,718

Shares Held

255M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.06 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$5.85 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$2.8 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.71 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.58 Billion
0.13% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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