Monument Group Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Monument Group Wealth Advisors, LLC

  • $159 Billion
  • Q2 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,175 shares of IWD stock, worth $229,900. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,175
Previous 1,175 -0.0%
Holding current value
$229,900
Previous $221 Million 3.23%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Apr 24, 2025
BUY
$182.82 - $196.21 $15,722 - $16,874
86 Added 7.9%
1,175 $221 Million
Q3 2024

Oct 18, 2024
BUY
$173.36 - $189.8 $188,789 - $206,692
1,089 New
1,089 $207 Million

Others Institutions Holding IWD

# of Institutions
1,931
Shares Held
275M
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
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, 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 Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email