Lm Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Lm Advisors LLC

  • $630 Million
  • Q1 2024

A detailed history of Lm Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lm Advisors LLC holds 2,515 shares of IWD stock, worth $452,297. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,515
Previous 2,015 24.81%
Holding current value
$452,297
Previous $333 Million 99.86%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 15, 2024
BUY
$161.84 - $179.11 $80,920 - $89,555
500 Added 24.81%
2,515 $450,000
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $289,535 - $333,885
2,015 New
2,015 $333 Million

Others Institutions Holding IWD

# of Institutions
1,640
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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