Poehling Capital Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Poehling Capital Management, Inc.

  • $373 Million
  • Q1 2024

A detailed history of Poehling Capital Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Poehling Capital Management, Inc. holds 1,889 shares of IWD stock, worth $328,780. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,889
Previous 1,534 23.14%
Holding current value
$328,780
Previous $253,000 33.6%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$161.84 - $179.11 $57,453 - $63,584
355 Added 23.14%
1,889 $338,000
Q2 2022

Aug 09, 2022
SELL
N/A
-12,428 Reduced 89.01%
1,534 $222,000
Q1 2022

May 16, 2022
BUY
N/A
12,447 Added 821.58%
13,962 $2.32 Million
Q1 2021

May 11, 2021
BUY
N/A
1,515 New
1,515 $230,000

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
Track This Portfolio

Track Poehling Capital Management, Inc. Portfolio

Follow Poehling Capital Management, Inc. 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 Poehling Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Poehling Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email