Smith Shellnut Wilson LLC Ishares Russell 1000 Val ETF Transaction History

Smith Shellnut Wilson LLC

$218 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	N/A	-5,134 Closed	0 $0
Q3 2018 Oct 09, 2018	SELL	N/A	-27,371 Reduced 84.21%	5,134 $650,000
Q3 2017 Nov 17, 2017	BUY	N/A	32,505	32,505 $3.85 Million

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

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