Morton Brown Family Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 127 shares of IWD stock, worth $25,109. This represents 0.01% of its overall portfolio holdings.

Number of Shares
127
Previous 108 17.59%
Holding current value
$25,109
Previous $18,000 33.33%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$173.36 - $189.8 $3,293 - $3,606
19 Added 17.59%
127 $24,000
Q1 2024

Apr 23, 2024
SELL
$161.84 - $179.11 $2,913 - $3,223
-18 Reduced 14.29%
108 $19,000
Q4 2023

Jan 26, 2024
BUY
$143.69 - $165.7 $2,586 - $2,982
18 Added 16.67%
126 $20,000
Q1 2022

Apr 20, 2022
SELL
$157.15 - $170.51 $3,614 - $3,921
-23 Reduced 17.56%
108 $18,000
Q4 2021

Feb 11, 2022
BUY
$157.12 - $168.08 $20,582 - $22,018
131 New
131 $22,000

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
257M
Call Options Held
606K
Put Options Held
653K
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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