Peachtree Investment Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Peachtree Investment Partners, LLC

  • $265 Million
  • Q3 2024

A detailed history of Peachtree Investment Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 265 shares of IWD stock, worth $49,165. This represents 0.02% of its overall portfolio holdings.

Number of Shares
265
Previous 195 35.9%
Holding current value
$49,165
Previous $34,000 47.06%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$173.36 - $189.8 $12,135 - $13,286
70 Added 35.9%
265 $50,000
Q4 2023

Feb 12, 2024
BUY
$143.69 - $165.7 $143 - $165
1 Added 0.52%
195 $32,000
Q3 2023

Nov 13, 2023
BUY
$151.73 - $163.56 $13,503 - $14,556
89 Added 84.76%
194 $29,000
Q1 2022

Jun 08, 2022
BUY
$157.15 - $170.51 $16,500 - $17,903
105 New
105 $17,000
Q2 2021

Jul 27, 2021
SELL
$152.86 - $162.4 $45,858 - $48,720
-300 Closed
0 $0
Q3 2020

Nov 03, 2020
SELL
$111.27 - $124.26 $11,015 - $12,301
-99 Reduced 24.81%
300 $35,000
Q4 2019

Feb 04, 2020
BUY
$123.85 - $136.67 $49,416 - $54,531
399 New
399 $54,000

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
Track This Portfolio

Track Peachtree Investment Partners, LLC Portfolio

Follow Peachtree Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peachtree Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peachtree Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email