A detailed history of Safeguard Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Safeguard Financial, LLC holds 1,922 shares of IWD stock, worth $379,998. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,922
Previous 1,922 -0.0%
Holding current value
$379,998
Previous $335,000 8.66%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$169.4 - $179.05 $10,164 - $10,743
-60 Reduced 3.03%
1,922 $335,000
Q4 2023

Jan 30, 2024

BUY
$143.69 - $165.7 $284,793 - $328,417
1,982 New
1,982 $327,000
Q2 2023

Aug 07, 2023

BUY
$148.55 - $157.83 $3,119 - $3,314
21 New
21 $3,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Safeguard Financial, LLC Portfolio

Follow Safeguard Financial, 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 Safeguard Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Financial, LLC with notifications on news.