Family Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History

Family Asset Management, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Family Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Family Asset Management, LLC holds 151 shares of IWD stock, worth $27,954. This represents 0.02% of its overall portfolio holdings.

Number of Shares
151
Previous 151 -0.0%
Holding current value
$27,954
Previous $26.3 Million 8.79%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$143.69 - $165.7 $77,161 - $88,980
-537 Reduced 78.05%
151 $25 Million
Q3 2023

Nov 02, 2023
SELL
$151.73 - $163.56 $3,641 - $3,925
-24 Reduced 3.37%
688 $104 Million
Q2 2023

Jul 27, 2023
BUY
$148.55 - $157.83 $9,358 - $9,943
63 Added 9.71%
712 $112 Million
Q1 2023

May 03, 2023
BUY
$145.2 - $161.56 $94,234 - $104,852
649 New
649 $98.8 Million

Others Institutions Holding IWD

# of Institutions
1,717
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 Family Asset Management, LLC Portfolio

Follow Family Asset Management, 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 Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email