Congress Wealth Management LLC Ishares Russell 1000 Val ETF Call Options Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWD

# of Institutions

1,701

Shares Held

256M

Call Options Held

228K

Put Options Held

18.3K

Bank Of America Corp Charlotte, NC

50.2M
Shares

$9.8 Billion
0.78% of portfolio
Morgan Stanley New York, NY

32.6M
Shares

$6.36 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.8M
Shares

$3.08 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.82 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.67 Billion
0.13% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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