Alpha Financial Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Alpha Financial Partners, LLC

$140 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$169.4 - $179.05 $202,094 - $213,606	1,193 New	1,193 $208 Million

Others Institutions Holding IWD

# of Institutions

1,675

Shares Held

257M

Call Options Held

229K

Put Options Held

19.7K

Bank Of America Corp Charlotte, NC

50.2M
Shares

$9.78 Billion
0.78% of portfolio
Morgan Stanley New York, NY

32.6M
Shares

$6.35 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.8M
Shares

$3.08 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.7M
Shares

$1.89 Billion
3.77% of portfolio
Jpmorgan Chase & CO New York, NY

9.02M
Shares

$1.76 Billion
0.14% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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