Moss Adams Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 3,707 shares of IWD stock, worth $687,759. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,707
Previous 2,819 31.5%
Holding current value
$687,759
Previous $492 Million 43.06%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 17, 2024
BUY
$173.36 - $189.8 $153,943 - $168,542
888 Added 31.5%
3,707 $704 Million
Q1 2024

May 07, 2024
BUY
$161.84 - $179.11 $164,267 - $181,796
1,015 Added 56.26%
2,819 $505 Million
Q3 2023

Dec 20, 2023
SELL
$151.73 - $163.56 $10,772 - $11,612
-71 Reduced 3.79%
1,804 $274 Million
Q2 2023

Dec 20, 2023
SELL
$148.55 - $157.83 $2,228 - $2,367
-15 Reduced 0.79%
1,875 $296 Million
Q4 2022

Dec 20, 2023
BUY
$136.78 - $158.99 $258,514 - $300,491
1,890 New
1,890 $287 Million

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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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