Stonebridge Financial Planning Group, LLC Ishares Russell 1000 Val ETF Transaction History

Stonebridge Financial Planning Group, LLC

  • $215 Million
  • Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 5,304 shares of IWD stock, worth $1.02 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
5,304
Holding current value
$1.02 Million
% of portfolio
0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
BUY
$183.23 - $199.79 $971,851 - $1.06 Million
5,304 New
5,304 $981,000
Q1 2022

May 10, 2022
SELL
$157.15 - $170.51 $61,445 - $66,669
-391 Closed
0 $0
Q1 2020

Apr 15, 2020
SELL
$85.17 - $138.52 $17,034 - $27,704
-200 Reduced 33.84%
391 $41,000
Q4 2019

Feb 07, 2020
BUY
$123.85 - $136.67 $73,195 - $80,771
591 New
591 $81,000

Others Institutions Holding IWD

# of Institutions
1,871
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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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