Paradigm, Strategies In Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 15, 2021	SELL	$154.62 - $164.07 $93,854 - $99,590	-607 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$152.86 - $162.4 $611 - $649	4 Added 0.66%	607 $96,000
Q1 2021 Apr 29, 2021	BUY	$134.89 - $153.0 $81,338 - $92,259	603 New	603 $91,000

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

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About ISHARES RUSSELL 1000 VAL ETF

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