Montis Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Montis Financial, LLC

  • $338 Million
  • Q1 2025

A detailed history of Montis Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Montis Financial, LLC holds 1,253 shares of IWD stock, worth $239,924. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,253
Previous 2,311 45.78%
Holding current value
$239,924
Previous $427,000 44.96%
% of portfolio
0.07%
Previous 0.13%

Shares

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

May 02, 2025
SELL
$182.82 - $196.21 $193,423 - $207,590
-1,058 Reduced 45.78%
1,253 $235,000
Q4 2024

Feb 10, 2025
SELL
$183.23 - $199.79 $2,198 - $2,397
-12 Reduced 0.52%
2,311 $427,000
Q3 2024

Oct 10, 2024
BUY
$173.36 - $189.8 $10,574 - $11,577
61 Added 2.7%
2,323 $440,000
Q1 2024

Apr 16, 2024
BUY
$161.84 - $179.11 $971 - $1,074
6 Added 0.27%
2,262 $405,000
Q3 2023

Oct 31, 2023
BUY
$151.73 - $163.56 $342,302 - $368,991
2,256 New
2,256 $342,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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