Founders Capital Management Ishares Russell 1000 Val ETF Transaction History

Founders Capital Management

  • $164 Million
  • Q3 2024

A detailed history of Founders Capital Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Founders Capital Management holds 984 shares of IWD stock, worth $184,362. This represents 0.11% of its overall portfolio holdings.

Number of Shares
984
Previous 984 -0.0%
Holding current value
$184,362
Previous $171,000 8.77%
% of portfolio
0.11%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $139,591 - $150,475
-920 Reduced 48.32%
984 $149,000
Q3 2022

Oct 06, 2022
SELL
$135.99 - $161.15 $11,695 - $13,858
-86 Reduced 4.32%
1,904 $0
Q2 2022

Jul 20, 2022
BUY
$140.99 - $168.41 $12,125 - $14,483
86 Added 4.52%
1,990 $288,000
Q2 2021

Jul 15, 2021
BUY
$152.86 - $162.4 $291,045 - $309,209
1,904 New
1,904 $302,000
Q1 2019

Apr 17, 2019
SELL
N/A
-25 Closed
0 $0
Q4 2018

Jan 14, 2019
BUY
N/A
1 Added 4.17%
25 $3,000
Q3 2017

Oct 17, 2017
BUY
N/A
24
24 $3,000

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
Track This Portfolio

Track Founders Capital Management Portfolio

Follow Founders Capital Management 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 Founders Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Founders Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email