West Branch Capital LLC Ishares Russell 1000 Val ETF Transaction History

West Branch Capital LLC

  • $297 Million
  • Q4 2024

A detailed history of West Branch Capital LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, West Branch Capital LLC holds 940 shares of IWD stock, worth $181,354. This represents 0.06% of its overall portfolio holdings.

Number of Shares
940
Previous 944 0.42%
Holding current value
$181,354
Previous $179,000 2.79%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$183.23 - $199.79 $732 - $799
-4 Reduced 0.42%
940 $174,000
Q3 2024

Oct 18, 2024
SELL
$173.36 - $189.8 $2,080 - $2,277
-12 Reduced 1.26%
944 $179,000
Q1 2024

Apr 23, 2024
SELL
$161.84 - $179.11 $161 - $179
-1 Reduced 0.1%
956 $171,000
Q4 2023

Jan 19, 2024
SELL
$143.69 - $165.7 $14,369 - $16,570
-100 Reduced 9.46%
957 $158,000
Q2 2021

Aug 17, 2021
BUY
$152.86 - $162.4 $161,573 - $171,656
1,057 New
1,057 $0

Others Institutions Holding IWD

# of Institutions
1,761
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 West Branch Capital LLC Portfolio

Follow West Branch Capital 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 West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email