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

Dynamic Wealth Strategies, LLC

  • $116 Million
  • Q2 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 $26,996. This represents 0.02% of its overall portfolio holdings.

Number of Shares
145
Previous 286 49.3%
Holding current value
$26,996
Previous $51,000 50.98%
% of portfolio
0.02%
Previous 0.04%

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
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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