Bromfield Sneider Wealth Advisors Ishares Russell 1000 Val ETF Transaction History

Bromfield Sneider Wealth Advisors

  • $160 Million
  • Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 2,511 shares of IWD stock, worth $470,460. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,511
Previous 1,939 29.5%
Holding current value
$470,460
Previous $320,000 40.31%
% of portfolio
0.28%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$161.84 - $179.11 $92,572 - $102,450
572 Added 29.5%
2,511 $449,000
Q4 2023

Jan 05, 2024
BUY
$143.69 - $165.7 $278,614 - $321,292
1,939 New
1,939 $320,000
Q2 2022

Jul 06, 2022
BUY
$140.99 - $168.41 $270,700 - $323,347
1,920 New
1,920 $278,000

Others Institutions Holding IWD

# of Institutions
1,716
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
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