Leo Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 3,154 shares of IWD stock, worth $586,707. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,154
Previous 3,138 0.51%
Holding current value
$586,707
Previous $547 Million 9.38%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 21, 2024
BUY
$173.36 - $189.8 $2,773 - $3,036
16 Added 0.51%
3,154 $599 Million
Q2 2024

Jul 17, 2024
SELL
$169.4 - $179.05 $77,754 - $82,183
-459 Reduced 12.76%
3,138 $547 Million
Q1 2024

May 09, 2024
BUY
$161.84 - $179.11 $2,103 - $2,328
13 Added 0.36%
3,597 $644 Million
Q4 2023

Mar 14, 2024
BUY
$143.69 - $165.7 $514,984 - $593,868
3,584 New
3,584 $598 Million

Others Institutions Holding IWD

# of Institutions
1,718
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
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, 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 Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email