Fortis Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Fortis Advisors, LLC

$128 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-119 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	N/A	-77 Reduced 39.29%	119 $15,000
Q3 2017 Nov 14, 2017	BUY	N/A	196	196 $23,000

Others Institutions Holding IWD

# of Institutions

1,772

Shares Held

257M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.55 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.17 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$2.95 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.81 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.66 Billion
0.13% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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