Modern Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,019 shares of IWD stock, worth $587,135. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,019
Previous 3,017 0.07%
Holding current value
$587,135
Previous $573 Million 2.1%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$183.23 - $199.79 $366 - $399
2 Added 0.07%
3,019 $585 Million
Q3 2024

Nov 05, 2024
BUY
$173.36 - $189.8 $173 - $189
1 Added 0.03%
3,017 $573 Million
Q2 2024

Aug 07, 2024
BUY
$169.4 - $179.05 $510,910 - $540,014
3,016 New
3,016 $526 Million

Others Institutions Holding IWD

# of Institutions
1,852
Shares Held
277M
Call Options Held
1.29M
Put Options Held
1.1M
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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