Compass Planning Associates Inc Ishares Russell 1000 Val ETF Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 234 shares of IWD stock, worth $42,220. This represents 0.04% of its overall portfolio holdings.

Number of Shares
234
Previous 800 70.75%
Holding current value
$42,220
Previous $148 Million 70.27%
% of portfolio
0.04%
Previous 0.15%

Shares

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

Apr 14, 2025
SELL
$182.82 - $196.21 $103,476 - $111,054
-566 Reduced 70.75%
234 $44 Million
Q4 2024

Feb 03, 2025
BUY
$183.23 - $199.79 $146,584 - $159,832
800 New
800 $148 Million

Others Institutions Holding IWD

# of Institutions
1,883
Shares Held
288M
Call Options Held
1.31M
Put Options Held
1.09M
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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