Kmg Fiduciary Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Kmg Fiduciary Partners, LLC

  • $965 Million
  • Q1 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 7,012 shares of IWD stock, worth $1.22 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,012
Previous 7,044 0.45%
Holding current value
$1.22 Million
Previous $1.16 Million 7.82%
% of portfolio
0.13%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$161.84 - $179.11 $5,178 - $5,731
-32 Reduced 0.45%
7,012 $1.26 Million
Q4 2023

Jan 10, 2024
SELL
$143.69 - $165.7 $9.02 Million - $10.4 Million
-62,753 Reduced 89.91%
7,044 $1.16 Million
Q3 2023

Oct 25, 2023
BUY
$151.73 - $163.56 $440,472 - $474,814
2,903 Added 4.34%
69,797 $10.6 Million
Q2 2023

Jul 14, 2023
BUY
$148.55 - $157.83 $163,850 - $174,086
1,103 Added 1.68%
66,894 $10.6 Million
Q1 2023

Apr 13, 2023
BUY
$145.2 - $161.56 $3.62 Million - $4.02 Million
24,909 Added 60.93%
65,791 $10 Million
Q4 2022

Jan 12, 2023
SELL
$148.0 - $158.99 $3.08 Million - $3.31 Million
-20,793 Reduced 33.71%
40,882 $0
Q3 2022

Oct 27, 2022
SELL
N/A
-1,145 Reduced 1.82%
61,675 $8.39 Million
Q2 2022

Jul 13, 2022
BUY
N/A
3,085 Added 5.16%
62,820 $9.11 Million
Q1 2022

Apr 19, 2022
BUY
N/A
59,735 New
59,735 $9.92 Million
Q1 2021

Apr 08, 2021
SELL
N/A
-2,296 Closed
0 $0
Q4 2020

Jan 13, 2021
SELL
N/A
-586 Reduced 20.33%
2,296 $312,000
Q3 2020

Oct 13, 2020
SELL
N/A
-554 Reduced 16.12%
2,882 $340,000
Q2 2020

Jul 22, 2020
SELL
N/A
-78,999 Reduced 95.83%
3,436 $387,000
Q1 2020

Apr 29, 2020
BUY
N/A
82,435 New
82,435 $8.18 Million

Others Institutions Holding IWD

# of Institutions
1,633
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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