Kiwi Wealth Investments Limited Partnership Ishares Msci Usa Value Factor Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 16, 2021	SELL	$100.55 - $106.33 $685,952 - $725,383	-6,822 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$102.28 - $108.72 $697,754 - $741,687	6,822 New	6,822 $717,000

Others Institutions Holding VLUE

# of Institutions

439

Shares Held

52.5M

Call Options Held

100

Put Options Held

Northwestern Mutual Wealth Management CO

19.5M
Shares

$2.08 Billion
1.89% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.51M
Shares

$483 Million
28.72% of portfolio
Matson Money. Inc.

3.7M
Shares

$396 Million
13.91% of portfolio
Bank Of America Corp Charlotte, NC

1.82M
Shares

$195 Million
0.02% of portfolio
Mercer Global Advisors Inc Denver, CO

1.78M
Shares

$190 Million
0.42% of portfolio

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