9258 Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,387 shares of IWD stock, worth $284,043. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,387
Previous 1,387 -0.0%
Holding current value
$284,043
Previous $241,000 9.13%
% of portfolio
0.04%
Previous 0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$143.69 - $165.7 $199,298 - $229,825
1,387 New
1,387 $229,000

Others Institutions Holding IWD

# of Institutions
2,002
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email