Coastwise Capital Group, LLC Ishares Russell 1000 Val ETF Transaction History

Coastwise Capital Group, LLC

  • $121 Million
  • Q3 2024

A detailed history of Coastwise Capital Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 2,152 shares of IWD stock, worth $425,471. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,152
Previous 2,151 0.05%
Holding current value
$425,471
Previous $375,000 8.8%
% of portfolio
0.34%
Previous 0.36%

Shares

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

Nov 14, 2024
BUY
$173.36 - $189.8 $173 - $189
1 Added 0.05%
2,152 $408,000
Q2 2024

Aug 14, 2024
BUY
$169.4 - $179.05 $169 - $179
1 Added 0.05%
2,151 $375,000
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $287 - $331
2 Added 0.09%
2,150 $355,000
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $11,489 - $13,355
84 Added 4.07%
2,148 $325,000
Q3 2022

Nov 10, 2022
BUY
$135.99 - $161.15 $280,683 - $332,613
2,064 New
2,064 $281,000

Others Institutions Holding IWD

# of Institutions
1,715
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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