Wealth Preservation Advisors, LLC Ishares Russell 1000 Val ETF Call Options Transaction History

Wealth Preservation Advisors, LLC

$140 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IWD

# of Institutions

1,905

Shares Held

285M

Call Options Held

646K

Put Options Held

385K

Bank Of America Corp Charlotte, NC

50.6M
Shares

$9.04 Billion
0.78% of portfolio
Morgan Stanley New York, NY

38.3M
Shares

$6.84 Billion
0.53% 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

Ticker IWD
Sector ETFs
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