World Equity Group, Inc. Ishares Tr Focused Value Facto Transaction History

World Equity Group, Inc.

$466 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 06, 2024	SELL	$48.07 - $59.02 $428,784 - $526,458	-8,920 Closed	0 $0
Q1 2022 Sep 06, 2024	BUY	$55.6 - $61.74 $495,952 - $550,720	8,920 New	8,920 $522 Million

Others Institutions Holding FOVL

# of Institutions

22

Shares Held

215K

Call Options Held

0

Put Options Held

0

Retirement Capital Strategies

63.9K
Shares

$4.36 Million
1.74% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2K
Shares

$2.81 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

37K
Shares

$2.52 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

21.7K
Shares

$1.48 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

8.5K
Shares

$579,258
0.01% of portfolio

About ISHARES TR FOCUSED VALUE FACTO

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