Tru Independence LLC Ishares Russell 1000 Val ETF Transaction History

Tru Independence LLC

$309 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 19, 2020	SELL	$85.17 - $138.52 $96,071 - $156,250	-1,128 Closed	0 $0
Q4 2019 May 19, 2020	BUY	$123.85 - $136.67 $139,702 - $154,163	1,128 New	1,128 $112,000

Others Institutions Holding IWD

# of Institutions

1,903

Shares Held

286M

Call Options Held

1.31M

Put Options Held

1.09M

Bank Of America Corp Charlotte, NC

54.1M
Shares

$9.66 Billion
0.86% of portfolio
Morgan Stanley New York, NY

38.4M
Shares

$6.86 Billion
0.51% of portfolio
Goldman Sachs Group Inc New York, NY

15.6M
Shares

$2.79 Billion
0.49% of portfolio
Jpmorgan Chase & CO New York, NY

9.09M
Shares

$1.62 Billion
0.13% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.76M
Shares

$1.57 Billion
3.54% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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