Security National Bank Ishares Russell 1000 Val ETF Transaction History

Security National Bank

$730 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$157.12 - $168.08 $211,012 - $225,731	-1,343 Closed	0 $0
Q1 2021 Apr 05, 2021	BUY	$134.89 - $153.0 $181,157 - $205,479	1,343 New	1,343 $204,000

Others Institutions Holding IWD

# of Institutions

1,715

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.76 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.3 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$3.01 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.85 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.7 Billion
0.13% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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