Trivant Custom Portfolio Group, LLC Ishares Russell 1000 Val ETF Transaction History

Trivant Custom Portfolio Group, LLC

  • $171 Billion
  • Q4 2024

A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 36 shares of IWD stock, worth $6,976. This represents 0.0% of its overall portfolio holdings.

Number of Shares
36
Previous 44 18.18%
Holding current value
$6,976
Previous $8.35 Million 20.2%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 15, 2025
SELL
$183.23 - $199.79 $1,465 - $1,598
-8 Reduced 18.18%
36 $6.67 Million
Q3 2024

Oct 04, 2024
SELL
$173.36 - $189.8 $1,040 - $1,138
-6 Reduced 12.0%
44 $8.35 Million
Q2 2024

Jul 17, 2024
SELL
$169.4 - $179.05 $847 - $895
-5 Reduced 9.09%
50 $8.72 Million
Q1 2023

May 19, 2023
BUY
$145.2 - $161.56 $7,985 - $8,885
55 New
55 $8.37 Million

Others Institutions Holding IWD

# of Institutions
1,733
Shares Held
255M
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
Track This Portfolio

Track Trivant Custom Portfolio Group, LLC Portfolio

Follow Trivant Custom Portfolio Group, 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 Trivant Custom Portfolio Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trivant Custom Portfolio Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email