Northeast Financial Consultants Inc Ishares Russell 1000 Val ETF Transaction History

Northeast Financial Consultants Inc

  • $2.02 Billion
  • Q1 2024

A detailed history of Northeast Financial Consultants Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Northeast Financial Consultants Inc holds 12,056 shares of IWD stock, worth $2.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,056
Previous 12,056 -0.0%
Holding current value
$2.1 Million
Previous $1.99 Million 8.38%
% of portfolio
0.11%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023
SELL
$148.55 - $157.83 $93,140 - $98,959
-627 Reduced 4.94%
12,056 $1.9 Million
Q4 2022

Feb 13, 2023
BUY
$148.0 - $158.99 $164,576 - $176,796
1,112 Added 9.61%
12,683 $1.92 Million
Q3 2022

Nov 15, 2022
BUY
N/A
327 Added 2.91%
11,571 $1.57 Million
Q1 2022

May 12, 2022
SELL
N/A
-330 Reduced 2.85%
11,244 $1.87 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-161 Reduced 1.37%
11,574 $1.94 Million
Q3 2021

Nov 15, 2021
BUY
N/A
21 Added 0.18%
11,735 $1.84 Million
Q3 2020

Oct 29, 2020
BUY
N/A
3,989 Added 51.64%
11,714 $1.38 Million
Q1 2020

May 13, 2020
SELL
N/A
-350 Reduced 4.33%
7,725 $766,000
Q1 2019

May 14, 2019
BUY
N/A
8,075 New
8,075 $997,000
Q4 2018

Feb 12, 2019
SELL
N/A
-4,951 Closed
0 $0
Q3 2018

Nov 08, 2018
SELL
N/A
-108 Reduced 2.13%
4,951 $626,000
Q1 2018

Apr 19, 2018
BUY
N/A
402 Added 8.63%
5,059 $606,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,439 Added 109.96%
4,657 $579,000
Q3 2017

Nov 13, 2017
BUY
N/A
2,218
2,218 $263,000

Others Institutions Holding IWD

# of Institutions
1,633
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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