Mosaic Family Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Mosaic Family Wealth Partners, LLC

$674 Billion
Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 14,565 shares of IWD stock, worth $2.75 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

14,565

Previous 14,597 0.22%

Holding current value

$2.75 Million

Previous $2.55 Billion 8.55%

% of portfolio

0.41%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$173.36 - $189.8 $5,547 - $6,073	-32 Reduced 0.22%	14,565 $2.76 Billion
Q2 2024 Aug 06, 2024	SELL	$169.4 - $179.05 $48,956 - $51,745	-289 Reduced 1.94%	14,597 $2.55 Billion
Q1 2024 Jun 13, 2024	SELL	$161.84 - $179.11 $10,681 - $11,821	-66 Reduced 0.44%	14,886 $2.67 Billion
Q4 2023 Jan 29, 2024	BUY	$143.69 - $165.7 $142,684 - $164,540	993 Added 7.11%	14,952 $2.47 Billion
Q2 2023 Aug 08, 2023	SELL	$148.55 - $157.83 $42,039 - $44,665	-283 Reduced 1.99%	13,959 $2.2 Billion
Q1 2023 Apr 10, 2023	SELL	$145.2 - $161.56 $134,164 - $149,281	-924 Reduced 6.09%	14,242 $2.17 Billion
Q4 2022 Feb 14, 2023	BUY	$136.78 - $158.99 $2.07 Million - $2.41 Million	15,166 New	15,166 $2.3 Billion

Others Institutions Holding IWD

# of Institutions

1,716

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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Mosaic Family Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History