Moisand Fitzgerald Tamayo, LLC Ishares Russell 1000 Val ETF Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $697 Million
  • Q1 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 763 shares of IWD stock, worth $137,668. This represents 0.02% of its overall portfolio holdings.

Number of Shares
763
Previous 880 13.3%
Holding current value
$137,668
Previous $162,000 11.73%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$182.82 - $196.21 $21,389 - $22,956
-117 Reduced 13.3%
763 $143,000
Q3 2023

Oct 20, 2023
SELL
$151.73 - $163.56 $9,558 - $10,304
-63 Reduced 6.68%
880 $133,000
Q2 2022

Aug 01, 2022
BUY
$140.99 - $168.41 $132,953 - $158,810
943 New
943 $137,000
Q1 2022

Apr 29, 2022
SELL
$157.15 - $170.51 $148,192 - $160,790
-943 Closed
0 $0
Q1 2021

May 03, 2021
SELL
$134.89 - $153.0 $1,618 - $1,836
-12 Reduced 1.26%
943 $143,000
Q4 2020

Feb 02, 2021
BUY
$115.84 - $136.73 $1,390 - $1,640
12 Added 1.27%
955 $131,000
Q3 2017

Nov 03, 2017
BUY
N/A
943
943 $112,000

Others Institutions Holding IWD

# of Institutions
1,883
Shares Held
288M
Call Options Held
1.31M
Put Options Held
1.09M
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 Moisand Fitzgerald Tamayo, LLC Portfolio

Follow Moisand Fitzgerald Tamayo, 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 Moisand Fitzgerald Tamayo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moisand Fitzgerald Tamayo, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email