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

Bcgm Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 1,623 shares of IWD stock, worth $303,744. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,623
Previous 1,687 3.79%
Holding current value
$303,744
Previous $320,000 6.25%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Feb 04, 2025
SELL
$183.23 - $199.79 $11,726 - $12,786
-64 Reduced 3.79%
1,623 $300,000
Q3 2024

Nov 06, 2024
BUY
$173.36 - $189.8 $173 - $189
1 Added 0.06%
1,687 $320,000
Q2 2024

Jul 30, 2024
BUY
$169.4 - $179.05 $338 - $358
2 Added 0.12%
1,686 $294,000
Q1 2024

May 07, 2024
BUY
$161.84 - $179.11 $161 - $179
1 Added 0.06%
1,684 $301,000
Q4 2023

Feb 08, 2024
BUY
$143.69 - $165.7 $241,830 - $278,873
1,683 New
1,683 $278,000

Others Institutions Holding IWD

# of Institutions
1,883
Shares Held
285M
Call Options Held
1.31M
Put Options Held
1.09M
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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