Horst & Graben Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Horst & Graben Wealth Management LLC

  • $542 Million
  • Q4 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 1,420 shares of IWD stock, worth $274,372. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,420
Previous 1,563 9.15%
Holding current value
$274,372
Previous $296,000 11.49%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 24, 2025
SELL
$183.23 - $199.79 $26,201 - $28,569
-143 Reduced 9.15%
1,420 $262,000
Q3 2024

Oct 21, 2024
BUY
$173.36 - $189.8 $33,111 - $36,251
191 Added 13.92%
1,563 $296,000
Q2 2024

Jul 23, 2024
SELL
$169.4 - $179.05 $338 - $358
-2 Reduced 0.15%
1,372 $239,000
Q1 2024

Apr 22, 2024
SELL
$161.84 - $179.11 $27,350 - $30,269
-169 Reduced 10.95%
1,374 $246,000
Q4 2023

Jan 29, 2024
BUY
$143.69 - $165.7 $221,713 - $255,675
1,543 New
1,543 $254,000

Others Institutions Holding IWD

# of Institutions
1,795
Shares Held
261M
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 Horst & Graben Wealth Management LLC Portfolio

Follow Horst & Graben Wealth Management 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 Horst & Graben Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horst & Graben Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email