Mbl Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 1,844 shares of IWD stock, worth $346,081. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,844
Previous 1,844 -0.0%
Holding current value
$346,081
Previous $330,000 2.73%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023
SELL
$148.55 - $157.83 $22,282 - $23,674
-150 Reduced 7.52%
1,844 $291,000
Q1 2023

Apr 11, 2023
SELL
$145.2 - $161.56 $3,629 - $4,039
-25 Reduced 1.24%
1,994 $303,000
Q4 2022

Jan 12, 2023
SELL
$136.78 - $158.99 $6,565 - $7,631
-48 Reduced 2.32%
2,019 $306,000
Q3 2022

Jan 12, 2023
BUY
$135.99 - $161.15 $30,325 - $35,936
223 Added 12.09%
2,067 $281,000
Q1 2022

May 02, 2022
BUY
$157.15 - $170.51 $289,784 - $314,420
1,844 New
1,844 $306,000
Q3 2021

Oct 25, 2021
SELL
$154.62 - $164.07 $287,438 - $305,006
-1,859 Closed
0 $0
Q1 2021

May 27, 2021
SELL
$134.89 - $153.0 $4,046 - $4,590
-30 Reduced 1.59%
1,859 $282,000
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $218,821 - $258,282
1,889 New
1,889 $258,000

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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