Big Sur Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 12,601 shares of IWD stock, worth $2.51 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
12,601
Previous 12,601 -0.0%
Holding current value
$2.51 Million
Previous $2.2 Million 8.78%
% of portfolio
0.67%
Previous 0.69%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
SELL
$143.69 - $165.7 $1.08 Million - $1.24 Million
-7,500 Reduced 37.31%
12,601 $2.08 Million
Q4 2021

Feb 07, 2022
BUY
$157.12 - $168.08 $958,432 - $1.03 Million
6,100 Added 43.57%
20,101 $3.38 Million
Q3 2021

Nov 01, 2021
BUY
$154.62 - $164.07 $634,096 - $672,851
4,101 Added 41.42%
14,001 $2.19 Million
Q1 2020

May 05, 2020
SELL
$85.17 - $138.52 $414,777 - $674,592
-4,870 Reduced 32.97%
9,900 $982,000
Q4 2019

Jan 30, 2020
BUY
$123.85 - $136.67 $380,219 - $419,576
3,070 Added 26.24%
14,770 $2.02 Million
Q3 2018

Oct 23, 2018
BUY
N/A
11,700 New
11,700 $1.49 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 Big Sur Wealth Management LLC Portfolio

Follow Big Sur 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 Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email