Rather & Kittrell, Inc. Ishares Russell 1000 Val ETF Transaction History

Rather & Kittrell, Inc.

$342 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$157.15 - $170.51 $26,401 - $28,645	-168 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$157.12 - $168.08 $26,396 - $28,237	168 New	168 $28,000

Others Institutions Holding IWD

# of Institutions

1,640

Shares Held

256M

Call Options Held

229K

Put Options Held

19.7K

Bank Of America Corp Charlotte, NC

50.2M
Shares

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

32.6M
Shares

$6.18 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.8M
Shares

$2.99 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.7M
Shares

$1.84 Billion
3.77% of portfolio
Jpmorgan Chase & CO New York, NY

9.02M
Shares

$1.71 Billion
0.14% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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