Kathmere Capital Management, LLC Ishares Russell 1000 Val ETF Transaction History

Kathmere Capital Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Kathmere Capital Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 1,103 shares of IWD stock, worth $214,511. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,103
Previous 1,103 -0.0%
Holding current value
$214,511
Previous $209,000 2.39%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2024
BUY
$173.36 - $189.8 $191,216 - $209,349
1,103 New
1,103 $209,000
Q4 2022

Jan 24, 2023
BUY
$136.78 - $158.99 $235,808 - $274,098
1,724 New
1,724 $0
Q1 2021

May 07, 2021
SELL
$134.89 - $153.0 $147,299 - $167,076
-1,092 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $126,497 - $149,309
1,092 New
1,092 $149,000

Others Institutions Holding IWD

# of Institutions
1,852
Shares Held
277M
Call Options Held
1.29M
Put Options Held
1.1M
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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