Daymark Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 1,693 shares of IWD stock, worth $314,102. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,693
Previous 1,311 29.14%
Holding current value
$314,102
Previous $228,000 40.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 08, 2024
BUY
$173.36 - $189.8 $66,223 - $72,503
382 Added 29.14%
1,693 $321,000
Q2 2024

Aug 14, 2024
BUY
$169.4 - $179.05 $222,083 - $234,734
1,311 New
1,311 $228,000

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
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, 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 Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email