Zullo Investment Group, Inc. Ishares Russell 1000 Val ETF Transaction History

Zullo Investment Group, Inc.

$240 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 16, 2022	BUY	$157.12 - $168.08 $23,568 - $25,212	150 New	150 $25,000

Others Institutions Holding IWD

# of Institutions

1,729

Shares Held

255M

Call Options Held

606K

Put Options Held

653K

Bank Of America Corp Charlotte, NC

49.4M
Shares

$9.45 Billion
0.79% of portfolio
Morgan Stanley New York, NY

31.9M
Shares

$6.1 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.2M
Shares

$2.92 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.34M
Shares

$1.79 Billion
3.64% of portfolio
Jpmorgan Chase & CO New York, NY

8.58M
Shares

$1.64 Billion
0.13% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

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