Asset Planning Corporation Ishares Russell 1000 Val ETF Transaction History

Asset Planning Corporation

$133 Million
Q2 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

1,640

Shares Held

256M

Call Options Held

229K

Put Options Held

19.7K

Bank Of America Corp Charlotte, NC

50.2M
Shares

$9.49 Billion
0.78% of portfolio
Morgan Stanley New York, NY

32.6M
Shares

$6.16 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.8M
Shares

$2.98 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.7M
Shares

$1.83 Billion
3.77% of portfolio
Jpmorgan Chase & CO New York, NY

9.02M
Shares

$1.7 Billion
0.14% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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