Measured Wealth Private Client Group, LLC Ishares Russell 1000 Val ETF Transaction History

Measured Wealth Private Client Group, LLC

$296 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	N/A	-2,367 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,367 New	2,367 $299,000

Others Institutions Holding IWD

# of Institutions

1,714

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.57 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.18 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$2.95 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.81 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.66 Billion
0.13% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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