Quotient Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Quotient Wealth Partners, LLC

  • $3.04 Trillion
  • Q3 2024

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 $1.88 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,619
Previous 9,767 1.52%
Holding current value
$1.88 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

# of Institutions
1,711
Shares Held
256M
Call Options Held
603K
Put Options Held
651K
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 Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth 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 Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email