Nvest Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Nvest Financial, LLC

  • $169 Million
  • Q3 2024

A detailed history of Nvest Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 4,230 shares of IWD stock, worth $818,082. This represents 0.47% of its overall portfolio holdings.

Number of Shares
4,230
Previous 4,257 0.63%
Holding current value
$818,082
Previous $742,000 8.09%
% of portfolio
0.47%
Previous 0.47%

Shares

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

Oct 09, 2024
SELL
$173.36 - $189.8 $4,680 - $5,124
-27 Reduced 0.63%
4,230 $802,000
Q1 2024

Apr 18, 2024
BUY
$161.84 - $179.11 $54,216 - $60,001
335 Added 8.54%
4,257 $762,000
Q4 2023

Jan 22, 2024
SELL
$143.69 - $165.7 $1,293 - $1,491
-9 Reduced 0.23%
3,922 $648,000
Q3 2023

Oct 13, 2023
BUY
$151.73 - $163.56 $26,704 - $28,786
176 Added 4.69%
3,931 $596,000
Q2 2023

Jul 20, 2023
BUY
$148.55 - $157.83 $254,911 - $270,836
1,716 Added 84.16%
3,755 $592,000
Q1 2023

Apr 14, 2023
BUY
$145.2 - $161.56 $296,062 - $329,420
2,039 New
2,039 $310,000

Others Institutions Holding IWD

# of Institutions
1,652
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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