A detailed history of Biltmore Family Office, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Biltmore Family Office, LLC holds 2,512 shares of IWD stock, worth $475,471. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,512
Previous 362 593.92%
Holding current value
$475,471
Previous $64,000 584.38%
% of portfolio
0.08%
Previous 0.01%

Shares

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

Aug 07, 2024

BUY
$169.4 - $179.05 $364,210 - $384,957
2,150 Added 593.92%
2,512 $438,000
Q1 2024

May 14, 2024

BUY
$161.84 - $179.11 $58,586 - $64,837
362 New
362 $64,000
Q4 2022

Feb 07, 2023

BUY
$136.78 - $158.99 $283,408 - $329,427
2,072 New
2,072 $314,000
Q2 2020

Aug 05, 2020

SELL
$94.52 - $125.14 $17,864 - $23,651
-189 Closed
0 $0
Q1 2020

May 08, 2020

BUY
$85.17 - $138.52 $4,258 - $6,926
50 Added 35.97%
189 $19,000
Q4 2019

Feb 05, 2020

BUY
$123.85 - $136.67 $17,215 - $18,997
139 New
139 $19,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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