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

Clientfirst Wealth Management, LLC

  • $98.1 Million
  • Q4 2024

A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 14,480 shares of IWD stock, worth $2.8 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
14,480
Previous 14,580 0.69%
Holding current value
$2.8 Million
Previous $2.21 Million 21.1%
% of portfolio
2.73%
Previous 2.68%

Shares

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

Jan 28, 2025
SELL
$183.23 - $199.79 $18,323 - $19,979
-100 Reduced 0.69%
14,480 $2.68 Million
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $30,869 - $36,581
227 Added 1.58%
14,580 $2.25 Million
Q4 2021

Apr 01, 2022
BUY
$157.12 - $168.08 $2.26 Million - $2.41 Million
14,353 New
14,353 $2.4 Million

Others Institutions Holding IWD

# of Institutions
1,779
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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