A detailed history of Highline Wealth Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Highline Wealth Partners LLC holds 1,857 shares of IWD stock, worth $351,325. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,857
Holding current value
$351,325
% of portfolio
0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$173.36 - $189.8 $321,929 - $352,458
1,857 New
1,857 $352 Million
Q2 2024

Oct 28, 2024

BUY
$169.4 - $179.05 $20,836 - $22,023
123 Added 6.62%
1,980 $345 Million
Q1 2024

Oct 28, 2024

BUY
$161.84 - $179.11 $18,773 - $20,776
116 Added 6.25%
1,973 $353 Million
Q4 2023

Oct 28, 2024

SELL
$143.69 - $165.7 $4.83 Million - $5.57 Million
-33,593 Reduced 91.91%
2,957 $489 Million
Q3 2023

Oct 28, 2024

BUY
$151.73 - $163.56 $5.26 Million - $5.67 Million
34,693 Added 1868.23%
36,550 $5.55 Billion

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Highline Wealth Partners LLC Portfolio

Follow Highline Wealth Partners 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 Highline Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highline Wealth Partners LLC with notifications on news.