Mine & Arao Wealth Creation & Management, Llc. Ishares Russell 1000 Val ETF Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$148.55 - $157.83 $297 - $315	-2 Reduced 0.12%	1,680 $265,000
Q4 2022 Feb 03, 2023	BUY	$136.78 - $158.99 $547 - $635	4 Added 0.24%	1,682 $255,000
Q2 2022 Aug 16, 2022	BUY	$140.99 - $168.41 $1,127 - $1,347	8 Added 0.48%	1,678 $243,000
Q1 2021 May 14, 2021	BUY	$134.89 - $153.0 $225,266 - $255,510	1,670 New	1,670 $253,000

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

$9.84 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.35 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$3.03 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.86 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.71 Billion
0.13% of portfolio

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mine & Arao Wealth Creation & Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Mine & Arao Wealth Creation & Management, Llc. with notifications on news.

Account