Bsw Wealth Partners Ishares Russell 1000 Val ETF Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

A detailed history of Bsw Wealth Partners transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 4,358 shares of IWD stock, worth $816,514. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,358
Previous 4,358 -0.0%
Holding current value
$816,514
Previous $760,000 8.82%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$169.4 - $179.05 $91,137 - $96,328
538 Added 14.08%
4,358 $760,000
Q1 2023

May 15, 2023
BUY
$145.2 - $161.56 $70,276 - $78,195
484 Added 14.51%
3,820 $581,000
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $453,662 - $537,596
3,336 New
3,336 $454,000

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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