Monument Capital Management Ishares Russell 1000 Val ETF Transaction History

Monument Capital Management

$358 Million
Q3 2024

A detailed history of Monument Capital Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Monument Capital Management holds 1,331 shares of IWD stock, worth $261,022. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,331

Previous 1,331 -0.0%

Holding current value

$261,022

Previous $232,000 8.62%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	SELL	$143.69 - $165.7 $37,790 - $43,579	-263 Reduced 16.5%	1,331 $219,000
Q4 2022 Jan 26, 2023	SELL	$136.78 - $158.99 $12,857 - $14,945	-94 Reduced 5.57%	1,594 $0
Q2 2022 Jul 20, 2022	BUY	$140.99 - $168.41 $140 - $168	1 Added 0.06%	1,688 $245,000
Q2 2021 Jul 27, 2021	SELL	$152.86 - $162.4 $2.37 Million - $2.52 Million	-15,530 Reduced 90.2%	1,687 $268,000
Q1 2021 Apr 12, 2021	SELL	$134.89 - $153.0 $1,483 - $1,683	-11 Reduced 0.06%	17,217 $2.61 Million
Q4 2020 Jan 15, 2021	BUY	$115.84 - $136.73 $151,171 - $178,432	1,305 Added 8.2%	17,228 $2.36 Million
Q3 2020 Oct 23, 2020	BUY	$111.27 - $124.26 $219,313 - $244,916	1,971 Added 14.13%	15,923 $1.88 Million
Q2 2020 Jul 16, 2020	BUY	$94.52 - $125.14 $1.32 Million - $1.75 Million	13,952 New	13,952 $1.57 Million

Others Institutions Holding IWD

# of Institutions

1,715

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Monument Capital Management Ishares Russell 1000 Val ETF Transaction History