Umpqua Bank Ishares Russell 1000 Val ETF Transaction History

Umpqua Bank

$244 Billion
Q1 2024

A detailed history of Umpqua Bank transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Umpqua Bank holds 1,727 shares of IWD stock, worth $300,428. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,727

Holding current value

$300,428

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$161.84 - $179.11 $279,497 - $309,322	1,727 New	1,727 $309 Million

Others Institutions Holding IWD

# of Institutions

1,638

Shares Held

251M

Call Options Held

509K

Put Options Held

50K

Bank Of America Corp Charlotte, NC

49.8M
Shares

$8.66 Billion
0.84% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$4.85 Billion
0.41% of portfolio
Goldman Sachs Group Inc New York, NY

15.5M
Shares

$2.7 Billion
0.5% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.81M
Shares

$1.71 Billion
3.96% of portfolio
Jpmorgan Chase & CO New York, NY

9.73M
Shares

$1.69 Billion
0.16% of portfolio

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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