Global Strategic Investment Solutions, LLC Ishares Tr Russell 1000 ETF Transaction History

Global Strategic Investment Solutions, LLC

$813 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	BUY	$208.78 - $230.55 $626 - $691	3 Added 0.29%	1,036 $233,000
Q4 2022 Jan 20, 2023	BUY	$196.94 - $224.49 $1,378 - $1,571	7 Added 0.68%	1,033 $0
Q3 2021 Nov 15, 2021	BUY	$239.32 - $255.42 $245,542 - $262,060	1,026 New	1,026 $248,000

Others Institutions Holding IWB

# of Institutions

1,372

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

Jones Financial Companies Lllp

9.28M
Shares

$3.11 Billion
3.0% of portfolio
Envestnet Asset Management Inc

4.26M
Shares

$1.43 Billion
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$1.22 Billion
0.1% of portfolio
M&T Bank Corp

3.11M
Shares

$1.04 Billion
3.25% of portfolio
Morgan Stanley New York, NY

2.82M
Shares

$945 Million
0.07% of portfolio

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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