Heritage Financial Services, LLC Ishares Russell 1000 Val ETF Transaction History

Heritage Financial Services, LLC

  • $653 Million
  • Q1 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,473 shares of IWD stock, worth $429,782. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,473
Previous 2,473 -0.0%
Holding current value
$429,782
Previous $408,000 8.33%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
BUY
$151.73 - $163.56 $25,338 - $27,314
167 Added 7.24%
2,473 $375,000
Q4 2021

Aug 26, 2022
BUY
N/A
2,306 New
2,306 $387,000

Others Institutions Holding IWD

# of Institutions
1,635
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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