Waterfront Wealth Inc. Ishares Russell 1000 Val ETF Transaction History

Waterfront Wealth Inc.

  • $400 Million
  • Q3 2024

A detailed history of Waterfront Wealth Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Waterfront Wealth Inc. holds 3,519 shares of IWD stock, worth $700,703. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,519
Previous 3,334 5.55%
Holding current value
$700,703
Previous $581,000 14.8%
% of portfolio
0.17%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$173.36 - $189.8 $32,071 - $35,113
185 Added 5.55%
3,519 $667,000
Q1 2022

May 13, 2022
SELL
$157.15 - $170.51 $30,644 - $33,249
-195 Reduced 5.53%
3,334 $555,000
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $30,638 - $32,775
195 Added 5.85%
3,529 $593,000
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $386,210 - $455,857
3,334 New
3,334 $456,000

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
257M
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 Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth Inc. 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 Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email