Investment Research & Advisory Group, Inc. Ishares Russell 1000 Val ETF Transaction History

Investment Research & Advisory Group, Inc.

$236 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 16, 2021	SELL	$115.84 - $136.73 $78,887 - $93,113	-681 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	$85.17 - $138.52 $5,621 - $9,142	-66 Reduced 8.84%	681 $68,000
Q4 2019 Feb 14, 2020	BUY	$123.85 - $136.67 $92,515 - $102,092	747 New	747 $102,000

Others Institutions Holding IWD

# of Institutions

1,714

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.53 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.15 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$2.94 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.8 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.66 Billion
0.13% of portfolio

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Research & Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Research & Advisory Group, Inc. with notifications on news.

Account