Paladin Advisory Group, LLC Ishares Russell 1000 Val ETF Call Options Transaction History

Paladin Advisory Group, LLC

$126 Million
Q1 2024

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2022 Jan 11, 2023	SELL	$148.0 - $158.99 $50,764 - $54,533	-343 Reduced 8.56%	3,664 $0
Q4 2021 Jan 11, 2022	BUY	N/A	4,007 New	4,007 $672,000

Others Institutions Holding IWD

# of Institutions

1,633

Shares Held

251M

Call Options Held

509K

Put Options Held

50K

Bank Of America Corp Charlotte, NC

49.8M
Shares

$8.67 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

$2.71 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
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paladin Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paladin Advisory Group, LLC with notifications on news.