Horizons Wealth Management Ishares Russell 1000 Val ETF Transaction History

Horizons Wealth Management

  • $131 Million
  • Q4 2024

A detailed history of Horizons Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Horizons Wealth Management holds 25 shares of IWD stock, worth $4,839. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25
Previous 59 57.63%
Holding current value
$4,839
Previous $11,000 63.64%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jan 06, 2025
SELL
$183.23 - $199.79 $6,229 - $6,792
-34 Reduced 57.63%
25 $4,000
Q2 2024

Jul 22, 2024
SELL
$169.4 - $179.05 $38,962 - $41,181
-230 Reduced 79.58%
59 $10,000
Q2 2023

Jul 03, 2023
BUY
$148.55 - $157.83 $5,942 - $6,313
40 Added 16.06%
289 $45,000
Q1 2023

Apr 06, 2023
BUY
$145.2 - $161.56 $31,217 - $34,735
215 Added 632.35%
249 $37,000
Q2 2022

Aug 19, 2022
BUY
$140.99 - $168.41 $4,793 - $5,725
34 New
34 $5,000

Others Institutions Holding IWD

# of Institutions
1,835
Shares Held
269M
Call Options Held
703K
Put Options Held
662K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Horizons Wealth Management Portfolio

Follow Horizons Wealth Management 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 Horizons Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Horizons Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email