Smi Advisory Services, LLC Ishares Russell 1000 Val ETF Transaction History
Smi Advisory Services, LLC
- $199 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding IWD
# of Institutions
1,942Shares Held
271MCall Options Held
707KPut Options Held
5.49M-
Bank Of America Corp Charlotte, NC49.8MShares$9.75 Billion0.73% of portfolio
-
Morgan Stanley New York, NY35.7MShares$6.98 Billion0.47% of portfolio
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Goldman Sachs Group Inc New York, NY15.5MShares$3.03 Billion0.43% of portfolio
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Jpmorgan Chase & CO New York, NY9.09MShares$1.78 Billion0.13% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.76MShares$1.71 Billion3.41% of portfolio