Iag Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 879 shares of IWD stock, worth $170,455. This represents 0.03% of its overall portfolio holdings.

Number of Shares
879
Previous 419 109.79%
Holding current value
$170,455
Previous $73,000 127.4%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Oct 29, 2024
BUY
$173.36 - $189.8 $79,745 - $87,308
460 Added 109.79%
879 $166,000
Q1 2023

Apr 25, 2023
SELL
$145.2 - $161.56 $1,452 - $1,615
-10 Reduced 2.33%
419 $63,000
Q4 2022

Feb 08, 2023
BUY
$136.78 - $158.99 $1,367 - $1,589
10 Added 2.39%
429 $65,000
Q1 2022

May 04, 2022
SELL
$157.15 - $170.51 $13,829 - $15,004
-88 Reduced 17.36%
419 $70,000
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $5,970 - $6,387
-38 Reduced 6.97%
507 $85,000
Q4 2019

Feb 11, 2021
BUY
$123.85 - $136.67 $67,498 - $74,485
545 New
545 $75,000

Others Institutions Holding IWD

# of Institutions
1,714
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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