Baker Tilly Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,567 shares of IWD stock, worth $304,750. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,567
Holding current value
$304,750
% of portfolio
0.12%

Shares

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

Jan 10, 2025
BUY
$183.23 - $199.79 $287,121 - $313,070
1,567 New
1,567 $290,000
Q2 2023

Jul 20, 2023
BUY
$148.55 - $157.83 $1,039 - $1,104
7 Added 0.1%
6,820 $1.08 Million
Q1 2023

Apr 12, 2023
BUY
$145.2 - $161.56 $989,247 - $1.1 Million
6,813 New
6,813 $1.04 Million

Others Institutions Holding IWD

# of Institutions
1,852
Shares Held
277M
Call Options Held
1.29M
Put Options Held
1.1M
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 Baker Tilly Wealth Management, LLC Portfolio

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

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email