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

Horst & Graben Wealth Management LLC

  • $536 Million
  • Q3 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 1,563 shares of IWD stock, worth $292,843. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,563
Previous 1,372 13.92%
Holding current value
$292,843
Previous $239,000 23.85%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,716
Shares Held
256M
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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