Simmons Bank Ishares Russell 1000 Val ETF Transaction History

Simmons Bank

$1.37 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$85.17 - $138.52 $164,548 - $267,620	-1,932 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	$123.85 - $136.67 $19,196 - $21,183	-155 Reduced 7.43%	1,932 $264,000
Q3 2019 Nov 13, 2019	SELL	$127.92 - $130.25 $6,396 - $6,512	-50 Reduced 2.34%	2,087 $268,000
Q2 2019 Aug 13, 2019	BUY	N/A	387 Added 22.11%	2,137 $272,000
Q1 2019 May 13, 2019	BUY	N/A	1,750 New	1,750 $216,000
Q4 2018 Jan 24, 2019	SELL	N/A	-1,830 Closed	0 $0
Q1 2018 May 14, 2018	SELL	N/A	-77 Reduced 4.04%	1,830 $220,000
Q4 2017 Feb 13, 2018	SELL	N/A	-178 Reduced 8.54%	1,907 $238,000
Q3 2017 Nov 14, 2017	BUY	N/A	2,085	2,085 $247,000

Others Institutions Holding IWD

# of Institutions

1,729

Shares Held

255M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.33 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.02 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$2.88 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.76 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.62 Billion
0.13% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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