A detailed history of Beaumont Capital Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Beaumont Capital Management, LLC holds 17,259 shares of IWD stock, worth $3.27 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
17,259
Holding current value
$3.27 Million
% of portfolio
2.35%

Shares

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

Aug 12, 2024

BUY
$169.4 - $179.05 $2.92 Million - $3.09 Million
17,259 New
17,259 $3.01 Million
Q2 2022

Aug 10, 2022

SELL
$140.99 - $168.41 $402,667 - $480,978
-2,856 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$157.15 - $170.51 $448,820 - $486,976
2,856 New
2,856 $474,000
Q3 2021

Nov 03, 2021

SELL
$154.62 - $164.07 $1.19 Million - $1.26 Million
-7,705 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$152.86 - $162.4 $1.18 Million - $1.25 Million
7,705 New
7,705 $1.22 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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