Wealth Trust Axiom LLC Ishares Russell 1000 Val ETF Transaction History

Wealth Trust Axiom LLC

  • $294 Million
  • Q2 2024

A detailed history of Wealth Trust Axiom LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 1,333 shares of IWD stock, worth $252,310. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,333
Previous 1,333 -0.0%
Holding current value
$252,310
Previous $238,000 2.52%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 02, 2023
BUY
$151.73 - $163.56 $202,256 - $218,025
1,333 New
1,333 $202,000
Q1 2020

Apr 10, 2020
SELL
$85.17 - $138.52 $183,967 - $299,203
-2,160 Closed
0 $0
Q1 2018

May 01, 2018
BUY
N/A
2,160 New
2,160 $259,000

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
Track This Portfolio

Track Wealth Trust Axiom LLC Portfolio

Follow Wealth Trust Axiom 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 Trust Axiom LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Axiom LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email