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

Horizon Wealth Management, LLC

  • $573 Million
  • Q4 2024

A detailed history of Horizon Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 7,239 shares of IWD stock, worth $1.4 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,239
Previous 6,198 16.8%
Holding current value
$1.4 Million
Previous $1.18 Million 13.95%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Jan 13, 2025
BUY
$183.23 - $199.79 $190,742 - $207,981
1,041 Added 16.8%
7,239 $1.34 Million
Q3 2024

Oct 16, 2024
BUY
$173.36 - $189.8 $1.07 Million - $1.18 Million
6,198 New
6,198 $1.18 Million

Others Institutions Holding IWD

# of Institutions
1,739
Shares Held
255M
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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