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

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 6,267 shares of IWD stock, worth $1.21 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,267
Previous 4,982 25.79%
Holding current value
$1.21 Million
Previous $951 Million 20.92%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$183.23 - $199.79 $235,450 - $256,730
1,285 Added 25.79%
6,267 $1.15 Billion
Q3 2024

Oct 25, 2024
BUY
$173.36 - $189.8 $863,679 - $945,583
4,982 New
4,982 $951 Million

Others Institutions Holding IWD

# of Institutions
1,761
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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