Persium Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Persium Advisors, LLC

$101 Billion
Q4 2024

A detailed history of Persium Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Persium Advisors, LLC holds 1,592 shares of IWD stock, worth $310,917. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,592

Holding current value

$310,917

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$183.23 - $199.79 $291,702 - $318,065	1,592 New	1,592 $295 Million

Others Institutions Holding IWD

# of Institutions

1,870

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

Bank Of America Corp Charlotte, NC

54.1M
Shares

$10.6 Billion
0.86% of portfolio
Morgan Stanley New York, NY

38.4M
Shares

$7.5 Billion
0.51% of portfolio
Goldman Sachs Group Inc New York, NY

15.3M
Shares

$2.98 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.81 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.76 Billion
3.52% of portfolio

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Persium Advisors, LLC Ishares Russell 1000 Val ETF Transaction History