Fsm Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,232 shares of IWD stock, worth $228,572. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,232
Previous 1,230 0.16%
Holding current value
$228,572
Previous $214,000 8.88%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 30, 2024
BUY
$173.36 - $189.8 $346 - $379
2 Added 0.16%
1,232 $233,000
Q2 2024

Jul 12, 2024
BUY
$169.4 - $179.05 $169 - $179
1 Added 0.08%
1,230 $214,000
Q1 2024

May 14, 2024
BUY
$161.84 - $179.11 $198,901 - $220,126
1,229 New
1,229 $220,000

Others Institutions Holding IWD

# of Institutions
1,716
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
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