Baldrige Asset Management LLC Ishares Russell 1000 Val ETF Transaction History

Baldrige Asset Management LLC

  • $244 Million
  • Q1 2023

A detailed history of Baldrige Asset Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Baldrige Asset Management LLC holds 1,080 shares of IWD stock, worth $218,840. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,080
Previous 1,080 -0.0%
Holding current value
$218,840
Previous $164,000 -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 13, 2023
SELL
$136.78 - $158.99 $34,195 - $39,747
-250 Reduced 18.8%
1,080 $164,000
Q3 2021

Oct 22, 2021
BUY
$154.62 - $164.07 $9,431 - $10,008
61 Added 4.81%
1,330 $208,000
Q2 2021

Aug 03, 2021
BUY
$152.86 - $162.4 $193,979 - $206,085
1,269 New
1,269 $201,000

Others Institutions Holding IWD

# of Institutions
1,949
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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