Hennion & Walsh Asset Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Hennion & Walsh Asset Management, Inc.

$2.1 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$143.69 - $165.7 $1.15 Million - $1.33 Million	8,031 New	8,031 $1.33 Million

Others Institutions Holding IWD

# of Institutions

1,852

Shares Held

277M

Call Options Held

1.29M

Put Options Held

1.1M

Bank Of America Corp Charlotte, NC

54.1M
Shares

$10.5 Billion
0.86% of portfolio
Morgan Stanley New York, NY

38.4M
Shares

$7.46 Billion
0.51% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.97 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.8 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.75 Billion
3.52% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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