Asset Planning Corporation Ishares Russell 1000 Val ETF Transaction History

Asset Planning Corporation

$152 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$134.89 - $153.0 $106,293 - $120,564	-788 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$115.84 - $136.73 $91,281 - $107,743	788 New	788 $108,000

Others Institutions Holding IWD

# of Institutions

1,714

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.53 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.15 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

Ticker IWD
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