A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 2 shares of IWD stock, worth $377. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2
Previous 98 97.96%
Holding current value
$377
Previous $17.6 Million 98.01%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2024

SELL
$169.4 - $179.05 $16,262 - $17,188
-96 Reduced 97.96%
2 $349,000
Q1 2024

Apr 16, 2024

SELL
$161.84 - $179.11 $23,304 - $25,791
-144 Reduced 59.5%
98 $17.6 Million
Q4 2022

Jan 17, 2023

BUY
$136.78 - $158.99 $33,100 - $38,475
242 New
242 $36.7 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital 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 Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.