Briggs Advisory Group, Inc. Ishares Russell 1000 Val ETF Transaction History

Briggs Advisory Group, Inc.

  • $174 Million
  • Q3 2023

A detailed history of Briggs Advisory Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 8,952 shares of IWD stock, worth $1.56 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
8,952
Previous 8,952 -0.0%
Holding current value
$1.56 Million
Previous $1.41 Million 3.75%
% of portfolio
0.78%
Previous 0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$148.55 - $157.83 $10,398 - $11,048
-70 Reduced 0.78%
8,952 $1.41 Million
Q4 2022

Feb 09, 2023
SELL
$148.0 - $158.99 $5,476 - $5,882
-37 Reduced 0.41%
9,022 $1.37 Million
Q4 2021

Jan 27, 2022
BUY
N/A
9,059 New
9,059 $1.52 Million

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
Track This Portfolio

Track Briggs Advisory Group, Inc. Portfolio

Follow Briggs Advisory Group, Inc. 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 Briggs Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Briggs Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email