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

Mosaic Family Wealth Partners, LLC

  • $607 Billion
  • Q1 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 14,886 shares of IWD stock, worth $2.6 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
14,886
Previous 14,952 0.44%
Holding current value
$2.6 Million
Previous $2.47 Billion 7.91%
% of portfolio
0.44%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$148.0 - $158.99 $2.24 Million - $2.41 Million
15,166 New
15,166 $2.3 Billion

Others Institutions Holding IWD

# of Institutions
1,631
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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