Morton Capital Management Llc/Ca Ishares Russell 1000 Val ETF Transaction History

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 42,818 shares of IWD stock, worth $8.25 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
42,818
Previous 37,117 15.36%
Holding current value
$8.25 Million
Previous $7.04 Billion 12.52%
% of portfolio
1.49%
Previous 1.39%

Shares

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

Jan 14, 2025
BUY
$183.23 - $199.79 $1.04 Million - $1.14 Million
5,701 Added 15.36%
42,818 $7.93 Billion
Q3 2024

Oct 08, 2024
SELL
$173.36 - $189.8 $319,675 - $349,991
-1,844 Reduced 4.73%
37,117 $7.04 Billion
Q2 2024

Jul 12, 2024
BUY
$169.4 - $179.05 $5,251 - $5,550
31 Added 0.08%
38,961 $6.8 Billion
Q1 2024

Apr 12, 2024
BUY
$161.84 - $179.11 $185,792 - $205,618
1,148 Added 3.04%
38,930 $6.97 Billion
Q4 2023

Jan 18, 2024
BUY
$143.69 - $165.7 $4.97 Million - $5.73 Million
34,593 Added 1084.76%
37,782 $6.24 Billion
Q3 2023

Dec 05, 2023
BUY
$151.73 - $163.56 $263,858 - $284,430
1,739 Added 119.93%
3,189 $484 Million
Q2 2023

Dec 05, 2023
SELL
$148.55 - $157.83 $40,108 - $42,614
-270 Reduced 15.7%
1,450 $229 Million
Q1 2023

Dec 05, 2023
SELL
$145.2 - $161.56 $21,925 - $24,395
-151 Reduced 8.07%
1,720 $262 Million
Q1 2022

Dec 05, 2023
SELL
$157.15 - $170.51 $47,302 - $51,323
-301 Reduced 13.86%
1,871 $311 Million
Q4 2021

Dec 05, 2023
BUY
$157.12 - $168.08 $341,264 - $365,069
2,172 New
2,172 $365 Million

Others Institutions Holding IWD

# of Institutions
1,871
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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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