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

Moisand Fitzgerald Tamayo, LLC

  • $667 Million
  • Q2 2024

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 880 shares of IWD stock, worth $166,566. This represents 0.02% of its overall portfolio holdings.

Number of Shares
880
Previous 880 -0.0%
Holding current value
$166,566
Previous $157,000 2.55%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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