Catalytic Wealth Ria, LLC Ishares Russell 1000 Val ETF Transaction History

Catalytic Wealth Ria, LLC

  • $500 Billion
  • Q1 2024

A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 1,606 shares of IWD stock, worth $292,324. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,606
Previous 1,477 8.73%
Holding current value
$292,324
Previous $244 Million 17.85%
% of portfolio
0.06%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$161.84 - $179.11 $20,877 - $23,105
129 Added 8.73%
1,606 $288 Million
Q4 2023

Feb 12, 2024
BUY
$143.69 - $165.7 $212,230 - $244,738
1,477 New
1,477 $244 Million

Others Institutions Holding IWD

# of Institutions
1,631
Shares Held
250M
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 Catalytic Wealth Ria, LLC Portfolio

Follow Catalytic Wealth Ria, 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 Catalytic Wealth Ria, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalytic Wealth Ria, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email