Leo Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Leo Wealth, LLC

$1.12 Trillion
Q4 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 3,171 shares of IWD stock, worth $583,368. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,171

Previous 3,154 0.54%

Holding current value

$583,368

Previous $599 Million 1.96%

% of portfolio

0.05%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$183.23 - $199.79 $3,114 - $3,396	17 Added 0.54%	3,171 $587 Million
Q3 2024 Oct 21, 2024	BUY	$173.36 - $189.8 $2,773 - $3,036	16 Added 0.51%	3,154 $599 Million
Q2 2024 Jul 17, 2024	SELL	$169.4 - $179.05 $77,754 - $82,183	-459 Reduced 12.76%	3,138 $547 Million
Q1 2024 May 09, 2024	BUY	$161.84 - $179.11 $2,103 - $2,328	13 Added 0.36%	3,597 $644 Million
Q4 2023 Mar 14, 2024	BUY	$143.69 - $165.7 $514,984 - $593,868	3,584 New	3,584 $598 Million

Others Institutions Holding IWD

# of Institutions

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account