Annis Gardner Whiting Capital Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Annis Gardner Whiting Capital Advisors, LLC

  • $355 Billion
  • Q3 2024

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 598 shares of IWD stock, worth $112,232. This represents 0.03% of its overall portfolio holdings.

Number of Shares
598
Previous 598 -0.0%
Holding current value
$112,232
Previous $104 Million 8.79%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $14,229 - $15,040
-84 Reduced 12.32%
598 $104 Million
Q1 2024

May 13, 2024
BUY
$161.84 - $179.11 $7,120 - $7,880
44 Added 6.9%
682 $122 Million
Q3 2023

Nov 08, 2023
BUY
$151.73 - $163.56 $96,803 - $104,351
638 New
638 $97.5 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, 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 Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email