Org Partners LLC Ishares Russell 1000 Val ETF Transaction History

Org Partners LLC

$644 Million
Q2 2024

A detailed history of Org Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Org Partners LLC holds 818 shares of IWD stock, worth $155,141. This represents 0.02% of its overall portfolio holdings.

Number of Shares

818

Holding current value

$155,141

% of portfolio

0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$169.4 - $179.05 $138,569 - $146,462	818 New	818 $142,000
Q4 2023 Jan 29, 2024	BUY	$143.69 - $165.7 $144,552 - $166,694	1,006 Added 144.13%	1,704 $281,000
Q3 2023 Nov 03, 2023	BUY	$151.73 - $163.56 $72,982 - $78,672	481 Added 221.66%	698 $698,000
Q2 2023 Jul 25, 2023	BUY	$148.55 - $157.83 $32,235 - $34,249	217 New	217 $34.7 Million

Others Institutions Holding IWD

# of Institutions

1,640

Shares Held

256M

Call Options Held

229K

Put Options Held

19.7K

Bank Of America Corp Charlotte, NC

50.2M
Shares

$9.52 Billion
0.78% of portfolio
Morgan Stanley New York, NY

32.6M
Shares

$6.18 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.8M
Shares

$2.99 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.7M
Shares

$1.84 Billion
3.77% of portfolio
Jpmorgan Chase & CO New York, NY

9.02M
Shares

$1.71 Billion
0.14% of portfolio

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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