C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Russell 1000 Val ETF Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.18 Trillion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$161.84 - $179.11 $250,204 - $276,904	1,546 New	1,546 $277 Million

Others Institutions Holding IWD

# of Institutions

1,716

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.84 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

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

15.2M
Shares

$3.03 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.86 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.71 Billion
0.13% of portfolio

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