Bright Futures Wealth Management, Llc. Ishares Russell 1000 Val ETF Transaction History

Bright Futures Wealth Management, Llc.

  • $87.3 Million
  • Q1 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 1,419 shares of IWD stock, worth $287,531. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,419
Previous 1,499 5.34%
Holding current value
$287,531
Previous $277,000 3.97%
% of portfolio
0.3%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$182.82 - $196.21 $14,625 - $15,696
-80 Reduced 5.34%
1,419 $266,000
Q4 2024

Jan 30, 2025
BUY
$183.23 - $199.79 $5,496 - $5,993
30 Added 2.04%
1,499 $277,000
Q1 2024

Jun 28, 2024
BUY
$161.84 - $179.11 $237,742 - $263,112
1,469 New
1,469 $256 Million

Others Institutions Holding IWD

# of Institutions
1,949
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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