Partnership Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Partnership Wealth Management, LLC

  • $135 Billion
  • Q2 2024

A detailed history of Partnership Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 171 shares of IWD stock, worth $31,836. This represents 0.02% of its overall portfolio holdings.

Number of Shares
171
Previous 170 0.59%
Holding current value
$31,836
Previous $30.5 Million 2.19%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 03, 2024
BUY
$169.4 - $179.05 $169 - $179
1 Added 0.59%
171 $29.8 Million
Q4 2023

Feb 07, 2024
BUY
$143.69 - $165.7 $24,427 - $28,168
170 New
170 $28 Million

Others Institutions Holding IWD

# of Institutions
1,640
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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