First National Bank Of Mount Dora, Trust Investment Services Ishares Russell 1000 Val ETF Transaction History

First National Bank Of Mount Dora, Trust Investment Services

$399 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	SELL	$161.84 - $179.11 $44,506 - $49,255	-275 Reduced 19.6%	1,128 $202,000
Q1 2023 Apr 12, 2023	BUY	$145.2 - $161.56 $203,715 - $226,668	1,403 New	1,403 $213,000

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

$9.52 Billion
0.78% of portfolio
Morgan Stanley New York, NY

32.6M
Shares

$6.18 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.8M
Shares

$2.99 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.7M
Shares

$1.84 Billion
3.77% of portfolio
Jpmorgan Chase & CO New York, NY

9.02M
Shares

$1.71 Billion
0.14% of portfolio

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