Wealth Management Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Wealth Management Partners, LLC

  • $203 Million
  • Q2 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,788 shares of IWD stock, worth $337,967. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,788
Previous 1,788 -0.0%
Holding current value
$337,967
Previous $320,000 2.81%
% of portfolio
0.15%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
SELL
$151.73 - $163.56 $12,290 - $13,248
-81 Reduced 4.33%
1,788 $271,000
Q1 2023

Apr 14, 2023
SELL
$145.2 - $161.56 $19,021 - $21,164
-131 Reduced 6.55%
1,869 $284,000
Q4 2021

Jan 19, 2022
SELL
$157.12 - $168.08 $74,789 - $80,006
-476 Reduced 19.22%
2,000 $416,000
Q3 2021

Oct 29, 2021
SELL
$154.62 - $164.07 $19,327 - $20,508
-125 Reduced 4.81%
2,476 $388,000
Q1 2021

Apr 15, 2021
SELL
$134.89 - $153.0 $38,038 - $43,146
-282 Reduced 9.78%
2,601 $401,000
Q4 2020

Feb 04, 2021
BUY
$115.84 - $136.73 $333,966 - $394,192
2,883 New
2,883 $402,000

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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