Lake Hills Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Lake Hills Wealth Management, LLC

  • $150 Million
  • Q4 2024

A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 1,439 shares of IWD stock, worth $278,863. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,439
Previous 1,427 0.84%
Holding current value
$278,863
Previous $270,000 1.48%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jan 17, 2025
BUY
$183.23 - $199.79 $2,198 - $2,397
12 Added 0.84%
1,439 $266,000
Q3 2024

Oct 10, 2024
BUY
$173.36 - $189.8 $247,384 - $270,844
1,427 New
1,427 $270,000

Others Institutions Holding IWD

# of Institutions
1,744
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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