Wayfinding Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Wayfinding Financial, LLC

$228 Million
Q1 2025

A detailed history of Wayfinding Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wayfinding Financial, LLC holds 505 shares of IWD stock, worth $90,268. This represents 0.04% of its overall portfolio holdings.

Number of Shares

505

Holding current value

$90,268

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$182.82 - $196.21 $92,324 - $99,086	505 New	505 $95,000

Others Institutions Holding IWD

# of Institutions

1,900

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

15.3M
Shares

$2.73 Billion
0.46% of portfolio
Jpmorgan Chase & CO New York, NY

9.25M
Shares

$1.65 Billion
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.01M
Shares

$1.61 Billion
3.52% of portfolio

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Wayfinding Financial, LLC Ishares Russell 1000 Val ETF Transaction History