Montis Financial, LLC Ishares Russell 1000 Val ETF Transaction History

Montis Financial, LLC

  • $280 Million
  • Q3 2024

A detailed history of Montis Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Montis Financial, LLC holds 2,323 shares of IWD stock, worth $435,237. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,323
Previous 2,262 2.7%
Holding current value
$435,237
Previous $394,000 11.68%
% of portfolio
0.16%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$173.36 - $189.8 $10,574 - $11,577
61 Added 2.7%
2,323 $440,000
Q1 2024

Apr 16, 2024
BUY
$161.84 - $179.11 $971 - $1,074
6 Added 0.27%
2,262 $405,000
Q3 2023

Oct 31, 2023
BUY
$151.73 - $163.56 $342,302 - $368,991
2,256 New
2,256 $342,000

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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