Dynamic Wealth Strategies, LLC Ishares Russell 1000 Val ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 145 shares of IWD stock, worth $28,667. This represents 0.02% of its overall portfolio holdings.

Number of Shares
145
Previous 145 -0.0%
Holding current value
$28,667
Previous $25,000 12.0%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$169.4 - $179.05 $23,885 - $25,246
-141 Reduced 49.3%
145 $25,000
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $41,095 - $47,390
286 New
286 $47.3 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
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