Rgt Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Rgt Wealth Advisors, LLC

  • $627 Million
  • Q3 2022

A detailed history of Rgt Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Rgt Wealth Advisors, LLC holds 27,316 shares of IWD stock, worth $4.74 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
27,316
Previous 35,484 23.02%
Holding current value
$4.74 Million
Previous $5.14 Million 27.78%
% of portfolio
0.59%
Previous 0.86%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022
SELL
N/A
-8,168 Reduced 23.02%
27,316 $3.72 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-488 Reduced 1.36%
35,484 $5.14 Million
Q1 2022

May 05, 2022
SELL
N/A
-2,868 Reduced 7.38%
35,972 $5.97 Million
Q4 2021

Feb 11, 2022
BUY
N/A
34,176 Added 732.76%
38,840 $6.52 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-190 Reduced 3.91%
4,664 $740,000
Q4 2020

Feb 11, 2021
BUY
N/A
2,469 Added 103.52%
4,854 $664,000
Q3 2020

Nov 12, 2020
BUY
N/A
2,385 New
2,385 $282,000
Q4 2017

Feb 14, 2018
SELL
N/A
-2,359 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
2,359
2,359 $275,000

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 Rgt Wealth Advisors, LLC Portfolio

Follow Rgt Wealth Advisors, 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 Rgt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rgt Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email