Modern Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,017 shares of IWD stock, worth $559,744. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,017
Previous 3,016 0.03%
Holding current value
$559,744
Previous $526 Million 8.85%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 05, 2024
BUY
$173.36 - $189.8 $173 - $189
1 Added 0.03%
3,017 $573 Million
Q2 2024

Aug 07, 2024
BUY
$169.4 - $179.05 $510,910 - $540,014
3,016 New
3,016 $526 Million

Others Institutions Holding IWD

# of Institutions
1,716
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 Modern Wealth Management, LLC Portfolio

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email