Heritage Financial Services, LLC Ishares Russell 1000 Val ETF Transaction History

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,692 shares of IWD stock, worth $520,148. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,692
Previous 2,306 16.74%
Holding current value
$520,148
Previous $437,000 13.96%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jan 23, 2025
BUY
$183.23 - $199.79 $70,726 - $77,118
386 Added 16.74%
2,692 $498,000
Q2 2024

Jul 23, 2024
SELL
$169.4 - $179.05 $28,289 - $29,901
-167 Reduced 6.75%
2,306 $402,000
Q3 2023

Oct 19, 2023
BUY
$151.73 - $163.56 $25,338 - $27,314
167 Added 7.24%
2,473 $375,000
Q4 2021

Aug 26, 2022
BUY
$157.12 - $168.08 $362,318 - $387,592
2,306 New
2,306 $387,000

Others Institutions Holding IWD

# of Institutions
1,803
Shares Held
262M
Call Options Held
658K
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 Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC 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 Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email