Clientfirst Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Clientfirst Wealth Management, LLC

  • $82.6 Million
  • Q3 2023

A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 14,580 shares of IWD stock, worth $2.91 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
14,580
Previous 14,580 -0.0%
Holding current value
$2.91 Million
Previous $2.3 Million 3.82%
% of portfolio
2.68%
Previous 2.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $30,869 - $36,581
227 Added 1.58%
14,580 $2.25 Million
Q4 2021

Apr 01, 2022
BUY
$157.12 - $168.08 $2.26 Million - $2.41 Million
14,353 New
14,353 $2.4 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
257M
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 Clientfirst Wealth Management, LLC Portfolio

Follow Clientfirst Wealth Management, 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 Clientfirst Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clientfirst Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email