Brightwater Advisory LLC Ishares Russell 1000 Val ETF Transaction History

Brightwater Advisory LLC

  • $136 Billion
  • Q3 2024

A detailed history of Brightwater Advisory LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Brightwater Advisory LLC holds 29,712 shares of IWD stock, worth $5.57 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares
29,712
Previous 30,010 0.99%
Holding current value
$5.57 Million
Previous $5.24 Billion 7.71%
% of portfolio
4.15%
Previous 4.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$173.36 - $189.8 $51,661 - $56,560
-298 Reduced 0.99%
29,712 $5.64 Billion
Q2 2024

Sep 10, 2024
BUY
$169.4 - $179.05 $5.08 Million - $5.37 Million
30,010 New
30,010 $5.24 Billion
Q1 2024

Oct 02, 2024
BUY
$161.84 - $179.11 $239,037 - $264,545
1,477 Added 4.92%
31,487 $5.64 Billion
Q4 2023

Dec 03, 2024
BUY
$143.69 - $165.7 $382,215 - $440,761
2,660 Added 8.95%
32,372 $5.35 Billion

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
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
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