Ten Capital Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Ten Capital Wealth Advisors, LLC

  • $341 Million
  • Q2 2023

A detailed history of Ten Capital Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ten Capital Wealth Advisors, LLC holds 3,099 shares of IWD stock, worth $577,994. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,099
Previous 3,199 3.13%
Holding current value
$577,994
Previous $487,000 0.41%
% of portfolio
0.14%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$148.55 - $157.83 $14,855 - $15,783
-100 Reduced 3.13%
3,099 $489,000
Q2 2022

Aug 09, 2022
SELL
$140.99 - $168.41 $31,581 - $37,723
-224 Reduced 6.54%
3,199 $464,000
Q1 2022

May 09, 2022
BUY
$157.15 - $170.51 $502,722 - $545,461
3,199 Added 1428.13%
3,423 $568,000
Q4 2021

Jan 28, 2022
BUY
$157.12 - $168.08 $35,194 - $37,649
224 New
224 $38,000
Q1 2021

May 13, 2021
SELL
$134.89 - $153.0 $539 - $612
-4 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $463 - $546
4 New
4 $1,000

Others Institutions Holding IWD

# of Institutions
1,717
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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