Dopkins Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Dopkins Wealth Management, LLC

$120 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$161.84 - $179.11 $201,328 - $222,812	1,244 New	1,244 $222,000

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

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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