Legacy Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Legacy Financial Advisors, Inc.

$513 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 30, 2018	SELL	N/A	-190 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	N/A	190	190 $23,000

Others Institutions Holding IWD

# of Institutions

1,883

Shares Held

285M

Call Options Held

1.31M

Put Options Held

1.09M

Bank Of America Corp Charlotte, NC

54.1M
Shares

$10.1 Billion
0.86% of portfolio
Morgan Stanley New York, NY

38.4M
Shares

$7.18 Billion
0.51% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.86 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.73 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.69 Billion
3.52% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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