Bergan Kdv Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 929 shares of IWD stock, worth $174,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares
929
Previous 929 -0.0%
Holding current value
$174,939
Previous $141,000 3.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 31, 2023
BUY
$136.78 - $158.99 $127,068 - $147,701
929 New
929 $140,000
Q2 2022

Jul 13, 2022
SELL
$140.99 - $168.41 $72,327 - $86,394
-513 Closed
0 $0
Q1 2022

May 09, 2022
SELL
$157.15 - $170.51 $81,718 - $88,665
-520 Reduced 50.34%
513 $85,000
Q4 2021

Jan 28, 2022
BUY
$157.12 - $168.08 $162,304 - $173,626
1,033 New
1,033 $173,000
Q3 2019

Nov 08, 2019
SELL
$127.92 - $130.25 $51,935 - $52,881
-406 Closed
0 $0
Q2 2019

Aug 12, 2019
SELL
N/A
-667 Reduced 62.16%
406 $52,000
Q1 2019

May 09, 2019
BUY
N/A
138 Added 14.76%
1,073 $133,000
Q2 2018

Jul 23, 2018
BUY
N/A
935 New
935 $113,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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 Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, 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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email