Total Wealth Planning, LLC Ishares Russell 1000 Val ETF Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,635 shares of IWD stock, worth $323,255. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,635
Previous 1,635 -0.0%
Holding current value
$323,255
Previous $285,000 8.77%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
BUY
$143.69 - $165.7 $234,933 - $270,919
1,635 New
1,635 $270,000
Q2 2022

Aug 01, 2022
SELL
$140.99 - $168.41 $210,357 - $251,267
-1,492 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $234,467 - $254,400
1,492 New
1,492 $248,000

Others Institutions Holding IWD

# of Institutions
1,715
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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