Pb Mares Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,323 shares of IWD stock, worth $435,237. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,323
Previous 1,963 18.34%
Holding current value
$435,237
Previous $342,000 28.65%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 25, 2024
BUY
$173.36 - $189.8 $62,409 - $68,328
360 Added 18.34%
2,323 $440,000
Q3 2023

Oct 26, 2023
BUY
$151.73 - $163.56 $3,186 - $3,434
21 Added 1.08%
1,963 $298,000
Q2 2023

Jul 24, 2023
BUY
$148.55 - $157.83 $61,054 - $64,868
411 Added 26.85%
1,942 $306,000
Q1 2022

Apr 26, 2022
SELL
$157.15 - $170.51 $52,488 - $56,950
-334 Reduced 17.91%
1,531 $254,000
Q4 2021

Feb 02, 2022
BUY
$157.12 - $168.08 $293,028 - $313,469
1,865 New
1,865 $313,000
Q1 2020

Apr 17, 2020
SELL
$85.17 - $138.52 $187,629 - $305,159
-2,203 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$123.85 - $136.67 $272,841 - $301,084
2,203 New
2,203 $301,000

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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