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

Fma Wealth Management, LLC

  • $134 Billion
  • Q4 2024

A detailed history of Fma Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fma Wealth Management, LLC holds 60,480 shares of IWD stock, worth $11.7 Million. This represents 8.33% of its overall portfolio holdings.

Number of Shares
60,480
Previous 60,758 0.46%
Holding current value
$11.7 Million
Previous $11.5 Billion 2.91%
% of portfolio
8.33%
Previous 8.36%

Shares

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

Feb 03, 2025
SELL
$183.23 - $199.79 $50,937 - $55,541
-278 Reduced 0.46%
60,480 $11.2 Billion
Q3 2024

Oct 15, 2024
SELL
$173.36 - $189.8 $52,874 - $57,889
-305 Reduced 0.5%
60,758 $11.5 Billion
Q2 2024

Jul 18, 2024
BUY
$169.4 - $179.05 $6,437 - $6,803
38 Added 0.06%
61,063 $10.7 Billion
Q1 2024

Apr 29, 2024
BUY
$161.84 - $179.11 $1,618 - $1,791
10 Added 0.02%
61,025 $10.9 Billion
Q4 2023

Feb 09, 2024
BUY
$143.69 - $165.7 $8.77 Million - $10.1 Million
61,015 New
61,015 $10.1 Billion

Others Institutions Holding IWD

# of Institutions
1,773
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
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