A detailed history of Northeast Investment Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Northeast Investment Management holds 8,850 shares of IWD stock, worth $1.62 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,850
Previous 8,500 4.12%
Holding current value
$1.62 Million
Previous $1.48 Million 13.29%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 29, 2024

BUY
$173.36 - $189.8 $60,676 - $66,430
350 Added 4.12%
8,850 $1.68 Million
Q2 2024

Jul 26, 2024

BUY
$169.4 - $179.05 $287,980 - $304,385
1,700 Added 25.0%
8,500 $1.48 Million
Q4 2022

Jan 27, 2023

BUY
$136.78 - $158.99 $930,104 - $1.08 Million
6,800 New
6,800 $1.03 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Northeast Investment Management Portfolio

Follow Northeast Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northeast Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Northeast Investment Management with notifications on news.