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

Trivant Custom Portfolio Group, LLC

  • $174 Billion
  • Q1 2025

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 10 shares of IWD stock, worth $1,886. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10
Previous 36 72.22%
Holding current value
$1,886
Previous $6.67 Million 71.76%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$182.82 - $196.21 $4,753 - $5,101
-26 Reduced 72.22%
10 $1.88 Million
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
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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