Mark Sheptoff Financial Planning, LLC Ishares Russell 1000 Val ETF Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 126 shares of IWD stock, worth $25,803. This represents 0.01% of its overall portfolio holdings.

Number of Shares
126
Previous 126 -0.0%
Holding current value
$25,803
Previous $24,000 4.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 11, 2025
BUY
$183.23 - $199.79 $13,009 - $14,185
71 Added 129.09%
126 $23,000
Q3 2024

Nov 14, 2024
BUY
$173.36 - $189.8 $9,534 - $10,439
55 New
55 $10,000
Q4 2019

Feb 10, 2020
SELL
$123.85 - $136.67 $32,324 - $35,670
-261 Closed
0 $0
Q3 2017

Nov 09, 2017
BUY
N/A
261
261 $31,000

Others Institutions Holding IWD

# of Institutions
2,008
Shares Held
266M
Call Options Held
342K
Put Options Held
5.28M
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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