Institutional & Family Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 63 shares of IWD stock, worth $12,136. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63
Previous 49 28.57%
Holding current value
$12,136
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 05, 2024
BUY
$169.4 - $179.05 $2,371 - $2,506
14 Added 28.57%
63 $10,000
Q4 2023

Feb 06, 2024
SELL
$143.69 - $165.7 $7,040 - $8,119
-49 Reduced 50.0%
49 $8,000
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $7,698 - $8,235
49 Added 100.0%
98 $16,000
Q2 2021

Aug 10, 2021
SELL
$152.86 - $162.4 $67,258 - $71,456
-440 Reduced 89.98%
49 $8,000
Q1 2021

May 06, 2021
BUY
$134.89 - $153.0 $49,504 - $56,151
367 Added 300.82%
489 $74,000
Q1 2020

May 14, 2020
SELL
$85.17 - $138.52 $7,750 - $12,605
-91 Reduced 42.72%
122 $12,000
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $11,270 - $12,436
91 Added 74.59%
213 $29,000
Q1 2019

May 13, 2019
SELL
N/A
-512 Reduced 80.76%
122 $15,000
Q4 2018

Feb 14, 2019
BUY
N/A
512 Added 419.67%
634 $70,000
Q1 2018

May 14, 2018
BUY
N/A
122 New
122 $15,000

Others Institutions Holding IWD

# of Institutions
1,732
Shares Held
255M
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
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset 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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email