A detailed history of Fort Point Capital Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 6,399 shares of IWD stock, worth $1.24 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,399
Holding current value
$1.24 Million
% of portfolio
0.14%

Shares

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

Feb 11, 2025

BUY
$183.23 - $199.79 $1.17 Million - $1.28 Million
6,399 New
6,399 $1.18 Million
Q1 2019

May 13, 2019

SELL
N/A
-3,851 Closed
0 $0
Q4 2018

Feb 11, 2019

BUY
N/A
91 Added 2.42%
3,851 $428,000
Q3 2018

Nov 14, 2018

BUY
N/A
231 Added 6.55%
3,760 $476,000
Q2 2018

Aug 13, 2018

SELL
N/A
-539 Reduced 13.25%
3,529 $428,000
Q1 2018

May 15, 2018

BUY
N/A
496 Added 13.89%
4,068 $488,000
Q3 2017

Nov 14, 2017

BUY
N/A
3,572
3,572 $423,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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