Monograph Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Monograph Wealth Advisors, LLC

$707 Million
Q4 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 10,618 shares of IWD stock, worth $2.02 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

10,618

Previous 13,030 18.51%

Holding current value

$2.02 Million

Previous $2.47 Million 20.54%

% of portfolio

0.28%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$183.23 - $199.79 $441,950 - $481,893	-2,412 Reduced 18.51%	10,618 $1.97 Million
Q3 2024 Nov 14, 2024	BUY	$173.36 - $189.8 $418,144 - $457,797	2,412 Added 22.72%	13,030 $2.47 Million
Q2 2024 Aug 14, 2024	SELL	$169.4 - $179.05 $408,592 - $431,868	-2,412 Reduced 18.51%	10,618 $1.85 Million
Q1 2024 May 14, 2024	BUY	$161.84 - $179.11 $390,358 - $432,013	2,412 Added 22.72%	13,030 $2.33 Million
Q1 2023 May 09, 2023	SELL	$145.2 - $161.56 $188,033 - $209,220	-1,295 Reduced 10.87%	10,618 $1.62 Million
Q4 2022 Feb 14, 2023	BUY	$136.78 - $158.99 $177,130 - $205,892	1,295 Added 12.2%	11,913 $1.81 Million
Q4 2021 Feb 10, 2022	BUY	$157.12 - $168.08 $1.67 Million - $1.78 Million	10,618 New	10,618 $1.78 Million

Others Institutions Holding IWD

# of Institutions

1,878

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Monograph Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History