A detailed history of Lodestar Private Asset Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 2,198 shares of IWD stock, worth $429,467. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,198
Previous 2,192 0.27%
Holding current value
$429,467
Previous $382,000 9.16%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 25, 2024

BUY
$173.36 - $189.8 $1,040 - $1,138
6 Added 0.27%
2,198 $417,000
Q2 2024

Jul 30, 2024

BUY
$169.4 - $179.05 $371,324 - $392,477
2,192 New
2,192 $382,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.