Kesler, Norman & Wride, LLC Ishares Russell 1000 Val ETF Transaction History

Kesler, Norman & Wride, LLC

$529 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$166.82 - $194.23 $375,345 - $437,017	2,250 New	2,250 $437,000

Others Institutions Holding IWD

# of Institutions

1,983

Shares Held

268M

Call Options Held

472K

Put Options Held

5.24M

Bank Of America Corp Charlotte, NC

49.8M
Shares

$10.2 Billion
0.73% of portfolio
Morgan Stanley New York, NY

35.7M
Shares

$7.29 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

15.5M
Shares

$3.17 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

8.91M
Shares

$1.82 Billion
0.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.76M
Shares

$1.79 Billion
3.41% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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