A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 260 shares of IWD stock, worth $48,237. This represents 0.02% of its overall portfolio holdings.

Number of Shares
260
Previous 260 -0.0%
Holding current value
$48,237
Previous $39,000 5.13%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

BUY
$136.78 - $158.99 $35,562 - $41,337
260 New
260 $39,000
Q4 2021

Feb 10, 2022

SELL
$157.12 - $168.08 $46,507 - $49,751
-296 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$152.86 - $162.4 $152 - $162
1 Added 0.34%
296 $47,000
Q4 2020

Feb 08, 2021

BUY
$115.84 - $136.73 $34,172 - $40,335
295 New
295 $40,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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