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

Poehling Capital Management, Inc.

  • $390 Million
  • Q3 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 $373,474. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,889
Previous 1,889 -0.0%
Holding current value
$373,474
Previous $329,000 8.81%
% of portfolio
0.09%
Previous 0.09%

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
$140.99 - $168.41 $1.75 Million - $2.09 Million
-12,428 Reduced 89.01%
1,534 $222,000
Q1 2022

May 16, 2022
BUY
$157.15 - $170.51 $1.96 Million - $2.12 Million
12,447 Added 821.58%
13,962 $2.32 Million
Q1 2021

May 11, 2021
BUY
$134.89 - $153.0 $204,358 - $231,795
1,515 New
1,515 $230,000

Others Institutions Holding IWD

# of Institutions
1,715
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
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