Forthright Family Wealth Advisory LLC Ishares Russell 1000 Val ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $141 Million
  • Q2 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,018 shares of IWD stock, worth $824,855. This represents 0.55% of its overall portfolio holdings.

Number of Shares
4,018
Previous 4,018 -0.0%
Holding current value
$824,855
Previous $756,000 3.17%
% of portfolio
0.55%
Previous 0.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 09, 2024
BUY
$173.36 - $189.8 $24,617 - $26,951
142 Added 3.66%
4,018 $787 Million
Q1 2024

Apr 29, 2024
BUY
$161.84 - $179.11 $627,291 - $694,230
3,876 New
3,876 $694 Million

Others Institutions Holding IWD

# of Institutions
1,948
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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