Trinity Point Wealth, LLC Ishares Russell 1000 Val ETF Call Options Transaction History

Trinity Point Wealth, LLC

$595 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWD

# of Institutions

1,637

Shares Held

251M

Call Options Held

509K

Put Options Held

50K

Bank Of America Corp Charlotte, NC

49.8M
Shares

$8.74 Billion
0.84% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$4.89 Billion
0.41% of portfolio
Goldman Sachs Group Inc New York, NY

15.5M
Shares

$2.73 Billion
0.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.81M
Shares

$1.72 Billion
3.96% of portfolio
Jpmorgan Chase & CO New York, NY

9.73M
Shares

$1.71 Billion
0.16% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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