Allen Mooney & Barnes Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$587 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 21, 2023	BUY	$151.73 - $163.56 $265,224 - $285,902	1,748 New	1,748 $265 Million
Q4 2022 May 23, 2024	BUY	$136.78 - $158.99 $9,301 - $10,811	68 Added 3.89%	1,816 $275 Million
Q3 2022 May 23, 2024	BUY	$135.99 - $161.15 $135 - $161	1 Added 0.06%	1,816 $247 Million
Q2 2022 May 23, 2024	BUY	$140.99 - $168.41 $140 - $168	1 Added 0.06%	1,815 $263 Million
Q1 2022 May 23, 2024	BUY	$157.15 - $170.51 $10,371 - $11,253	66 Added 3.78%	1,814 $301 Million

Others Institutions Holding IWD

# of Institutions

1,715

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.76 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.3 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$3.01 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.85 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.7 Billion
0.13% of portfolio

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About ISHARES RUSSELL 1000 VAL ETF

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