Peninsula Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Peninsula Wealth, LLC

$558 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$161.84 - $179.11 $380,809 - $421,445	2,353 New	2,353 $421,000

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

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 Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.