A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 9,619 shares of IWD stock, worth $1.82 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,619
Previous 9,767 1.52%
Holding current value
$1.82 Million
Previous $1.7 Billion 7.14%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 09, 2024

SELL
$173.36 - $189.8 $25,657 - $28,090
-148 Reduced 1.52%
9,619 $1.83 Billion
Q2 2024

Jul 24, 2024

BUY
$169.4 - $179.05 $4,743 - $5,013
28 Added 0.29%
9,767 $1.7 Billion
Q1 2024

May 14, 2024

SELL
$161.84 - $179.11 $22,010 - $24,358
-136 Reduced 1.38%
9,739 $1.74 Billion
Q4 2023

Feb 07, 2024

BUY
$143.69 - $165.7 $1.42 Million - $1.64 Million
9,875 New
9,875 $1.63 Billion

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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