Proficio Capital Partners LLC Ishares Russell 1000 Val ETF Transaction History

Proficio Capital Partners LLC

$1.22 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 13, 2019	SELL	$127.92 - $130.25 $179,471 - $182,740	-1,403 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	1,403	1,403 $166,000

Others Institutions Holding IWD

# of Institutions

1,906

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

Bank Of America Corp Charlotte, NC

50.6M
Shares

$9.52 Billion
0.78% of portfolio
Morgan Stanley New York, NY

38.3M
Shares

$7.2 Billion
0.53% of portfolio
Goldman Sachs Group Inc New York, NY

15.6M
Shares

$2.94 Billion
0.49% of portfolio
Jpmorgan Chase & CO New York, NY

9.09M
Shares

$1.71 Billion
0.13% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.76M
Shares

$1.65 Billion
3.54% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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