Smith & Howard Wealth Management, LLC Ishares Russell 1000 Val ETF Put Options Transaction History

Smith & Howard Wealth Management, LLC

$351 Million
Q3 2025

Put Options

2 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$192.76 - $203.86 $96,380 - $101,930	500 New	500 $101,000
Q3 2017 Nov 15, 2017	BUY	N/A	4	4 $0

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

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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