Brendel Financial Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Brendel Financial Advisors LLC

  • $165 Million
  • Q4 2024

A detailed history of Brendel Financial Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 3,891 shares of IWD stock, worth $753,997. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,891
Previous 3,923 0.82%
Holding current value
$753,997
Previous $745,000 3.36%
% of portfolio
0.44%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$183.23 - $199.79 $5,863 - $6,393
-32 Reduced 0.82%
3,891 $720,000
Q3 2024

Oct 09, 2024
SELL
$173.36 - $189.8 $24,443 - $26,761
-141 Reduced 3.47%
3,923 $745,000
Q2 2024

Jul 15, 2024
BUY
$169.4 - $179.05 $688,441 - $727,659
4,064 New
4,064 $709,000
Q4 2023

Feb 01, 2024
BUY
$143.69 - $165.7 $625,913 - $721,789
4,356 New
4,356 $720,000
Q1 2023

Apr 06, 2023
BUY
$145.2 - $161.56 $668,065 - $743,337
4,601 New
4,601 $701,000

Others Institutions Holding IWD

# of Institutions
1,733
Shares Held
255M
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 Brendel Financial Advisors LLC Portfolio

Follow Brendel Financial Advisors 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 Brendel Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brendel Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email