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

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023

A detailed history of Wealth Management Solutions, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 2,624 shares of IWD stock, worth $486,830. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,624
Previous 2,838 7.54%
Holding current value
$486,830
Previous $447,000 10.96%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Oct 25, 2023
SELL
$151.73 - $163.56 $32,470 - $35,001
-214 Reduced 7.54%
2,624 $398,000
Q2 2023

Aug 03, 2023
SELL
$148.55 - $157.83 $2,673 - $2,840
-18 Reduced 0.63%
2,838 $447,000
Q1 2023

May 05, 2023
SELL
$145.2 - $161.56 $24,538 - $27,303
-169 Reduced 5.59%
2,856 $434,000
Q4 2022

Feb 09, 2023
BUY
$136.78 - $158.99 $413,759 - $480,944
3,025 New
3,025 $458,000

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
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 Wealth Management Solutions, LLC Portfolio

Follow Wealth Management Solutions, 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 Wealth Management Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email