Fsm Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,233 shares of IWD stock, worth $229,498. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,233
Previous 1,232 0.08%
Holding current value
$229,498
Previous $233,000 2.15%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 24, 2025
BUY
$183.23 - $199.79 $183 - $199
1 Added 0.08%
1,233 $228,000
Q3 2024

Oct 30, 2024
BUY
$173.36 - $189.8 $346 - $379
2 Added 0.16%
1,232 $233,000
Q2 2024

Jul 12, 2024
BUY
$169.4 - $179.05 $169 - $179
1 Added 0.08%
1,230 $214,000
Q1 2024

May 14, 2024
BUY
$161.84 - $179.11 $198,901 - $220,126
1,229 New
1,229 $220,000

Others Institutions Holding IWD

# of Institutions
1,882
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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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