Mayflower Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Mayflower Financial Advisors, LLC

  • $629 Million
  • Q3 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 3,958 shares of IWD stock, worth $776,203. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,958
Previous 4,246 6.78%
Holding current value
$776,203
Previous $740,000 1.49%
% of portfolio
0.12%
Previous 0.06%

Shares

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

Nov 04, 2024
SELL
$173.36 - $189.8 $49,927 - $54,662
-288 Reduced 6.78%
3,958 $751,000
Q2 2024

Aug 02, 2024
SELL
$169.4 - $179.05 $2,710 - $2,864
-16 Reduced 0.38%
4,246 $740,000
Q4 2023

Jan 22, 2024
BUY
$143.69 - $165.7 $63,510 - $73,239
442 Added 11.57%
4,262 $704,000
Q3 2023

Oct 12, 2023
BUY
$151.73 - $163.56 $49,767 - $53,647
328 Added 9.39%
3,820 $579,000
Q2 2023

Jul 13, 2023
SELL
$148.55 - $157.83 $159,542 - $169,509
-1,074 Reduced 23.52%
3,492 $551,000
Q1 2023

Apr 12, 2023
BUY
$145.2 - $161.56 $423,838 - $471,593
2,919 Added 177.23%
4,566 $695,000
Q4 2022

Jan 25, 2023
BUY
$136.78 - $158.99 $225,276 - $261,856
1,647 New
1,647 $0
Q3 2022

Oct 19, 2022
SELL
$135.99 - $161.15 $1.96 Million - $2.32 Million
-14,424 Reduced 88.44%
1,886 $257,000
Q3 2022

Oct 17, 2022
BUY
$135.99 - $161.15 $2.22 Million - $2.63 Million
16,310 New
16,310 $2.22 Million
Q2 2022

Jul 15, 2022
SELL
$140.99 - $168.41 $360,652 - $430,792
-2,558 Closed
0 $0
Q1 2022

Apr 21, 2022
SELL
$157.15 - $170.51 $15,557 - $16,880
-99 Reduced 3.73%
2,558 $425,000
Q4 2021

Jan 21, 2022
BUY
$157.12 - $168.08 $94,586 - $101,184
602 Added 29.29%
2,657 $446,000
Q3 2021

Oct 26, 2021
BUY
$154.62 - $164.07 $309 - $328
2 Added 0.1%
2,055 $336,000
Q2 2021

Jul 29, 2021
SELL
$152.86 - $162.4 $4,738 - $5,034
-31 Reduced 1.49%
2,053 $326,000
Q1 2021

Apr 23, 2021
SELL
$134.89 - $153.0 $2,697 - $3,060
-20 Reduced 0.95%
2,084 $316,000
Q4 2020

Apr 12, 2021
BUY
$115.84 - $136.73 $243,727 - $287,679
2,104 New
2,104 $288,000

Others Institutions Holding IWD

# of Institutions
1,715
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 Mayflower Financial Advisors, LLC Portfolio

Follow Mayflower Financial Advisors, 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 Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email