Family Firm, Inc. Ishares Russell 1000 Val ETF Transaction History

Family Firm, Inc.

$413 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 05, 2019	SELL	N/A	-1,598 Closed	0 $0
Q3 2018 Oct 31, 2018	SELL	N/A	-437 Reduced 21.47%	1,598 $202,000
Q1 2018 Apr 26, 2018	BUY	N/A	2,035 New	2,035 $244,000

Others Institutions Holding IWD

# of Institutions

1,633

Shares Held

251M

Call Options Held

509K

Put Options Held

50K

Bank Of America Corp Charlotte, NC

49.8M
Shares

$8.67 Billion
0.84% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$4.85 Billion
0.41% of portfolio
Goldman Sachs Group Inc New York, NY

15.5M
Shares

$2.71 Billion
0.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.81M
Shares

$1.71 Billion
3.96% of portfolio
Jpmorgan Chase & CO New York, NY

9.73M
Shares

$1.69 Billion
0.16% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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