Leo Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 3,154 shares of IWD stock, worth $614,430. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,154
Previous 3,138 0.51%
Holding current value
$614,430
Previous $547 Million 9.38%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$173.36 - $189.8 $2,773 - $3,036
16 Added 0.51%
3,154 $599 Million
Q2 2024

Jul 17, 2024
SELL
$169.4 - $179.05 $77,754 - $82,183
-459 Reduced 12.76%
3,138 $547 Million
Q1 2024

May 09, 2024
BUY
$161.84 - $179.11 $2,103 - $2,328
13 Added 0.36%
3,597 $644 Million
Q4 2023

Mar 14, 2024
BUY
$143.69 - $165.7 $514,984 - $593,868
3,584 New
3,584 $598 Million

Others Institutions Holding IWD

# of Institutions
1,675
Shares Held
257M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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