Lyell Wealth Management, LP Ishares Russell 1000 Val ETF Call Options Transaction History

Lyell Wealth Management, LP

$1.09 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWD

# of Institutions

1,716

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.86 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.37 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$3.04 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.87 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.71 Billion
0.13% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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