A detailed history of Greenup Street Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Greenup Street Wealth Management LLC holds 3,529 shares of IWD stock, worth $669,310. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,529
Previous 3,951 10.68%
Holding current value
$669,310
Previous $707,000 13.01%
% of portfolio
0.14%
Previous 0.21%

Shares

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

Jul 22, 2024

SELL
$169.4 - $179.05 $71,486 - $75,559
-422 Reduced 10.68%
3,529 $615,000
Q1 2024

May 06, 2024

SELL
$161.84 - $179.11 $177,862 - $196,841
-1,099 Reduced 21.76%
3,951 $707,000
Q4 2023

Feb 08, 2024

BUY
$143.69 - $165.7 $725,634 - $836,785
5,050 New
5,050 $834,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Greenup Street Wealth Management LLC Portfolio

Follow Greenup Street Wealth 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 Greenup Street Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenup Street Wealth Management LLC with notifications on news.