Bordeaux Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,705 shares of IWD stock, worth $644,855. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,705
Previous 3,705 -0.0%
Holding current value
$644,855
Previous $612,000 8.33%
% of portfolio
0.22%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023
SELL
$151.73 - $163.56 $24,276 - $26,169
-160 Reduced 4.14%
3,705 $562,000
Q3 2022

Nov 04, 2022
SELL
N/A
-6 Reduced 0.15%
3,865 $526,000
Q2 2022

Jul 28, 2022
SELL
N/A
-585 Reduced 13.13%
3,871 $561,000
Q3 2021

Nov 08, 2021
BUY
N/A
6 Added 0.13%
4,456 $697,000
Q4 2020

Feb 04, 2021
BUY
N/A
4,450 New
4,450 $608,000

Others Institutions Holding IWD

# of Institutions
1,633
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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