Lionsbridge Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Lionsbridge Wealth Management LLC

$127 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	N/A	-795 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	N/A	795 New	795 $108,000

Others Institutions Holding IWD

# of Institutions

1,637

Shares Held

251M

Call Options Held

509K

Put Options Held

50K

Bank Of America Corp Charlotte, NC

49.8M
Shares

$8.66 Billion
0.84% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$4.85 Billion
0.41% of portfolio
Goldman Sachs Group Inc New York, NY

15.5M
Shares

$2.7 Billion
0.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.81M
Shares

$1.71 Billion
3.96% of portfolio
Jpmorgan Chase & CO New York, NY

9.73M
Shares

$1.69 Billion
0.16% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
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