Fin Trust Capital Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 1,485 shares of IWD stock, worth $290,495. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,485
Previous 1,485 -0.0%
Holding current value
$290,495
Previous $259,000 8.49%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 24, 2024
SELL
$169.4 - $179.05 $847 - $895
-5 Reduced 0.34%
1,485 $259,000
Q1 2024

May 02, 2024
SELL
$161.84 - $179.11 $122,998 - $136,123
-760 Reduced 33.78%
1,490 $266,000
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $96,559 - $111,350
672 Added 42.59%
2,250 $371,000
Q3 2023

Oct 24, 2023
SELL
$151.73 - $163.56 $65,699 - $70,821
-433 Reduced 21.53%
1,578 $239,000
Q4 2022

Feb 14, 2023
SELL
$136.78 - $158.99 $34,742 - $40,383
-254 Reduced 11.21%
2,011 $304,000
Q3 2022

Oct 20, 2022
BUY
$135.99 - $161.15 $29,781 - $35,291
219 Added 10.7%
2,265 $324,000
Q2 2022

Jul 26, 2022
SELL
$140.99 - $168.41 $1,268 - $1,515
-9 Reduced 0.44%
2,046 $306,000
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $3,456 - $3,697
-22 Reduced 1.06%
2,055 $345,000
Q3 2021

Nov 16, 2021
BUY
$154.62 - $164.07 $56,127 - $59,557
363 Added 21.18%
2,077 $325,000
Q3 2020

Nov 10, 2020
SELL
$111.27 - $124.26 $22,254 - $24,852
-200 Reduced 10.45%
1,714 $202,000
Q2 2020

Sep 11, 2020
BUY
$94.52 - $125.14 $180,911 - $239,517
1,914 New
1,914 $216,000
Q2 2020

Aug 14, 2020
SELL
$94.52 - $125.14 $222,972 - $295,205
-2,359 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$85.17 - $138.52 $39,178 - $63,719
-460 Reduced 16.32%
2,359 $234,000
Q4 2018

Feb 11, 2019
BUY
N/A
2,819 New
2,819 $313,000

Others Institutions Holding IWD

# of Institutions
1,868
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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 Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital Advisors, 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 Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email