Premier Path Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024

A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 34,171 shares of IWD stock, worth $6.62 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
34,171
Previous 21,271 60.65%
Holding current value
$6.62 Million
Previous $4.04 Billion 56.69%
% of portfolio
0.96%
Previous 0.64%

Shares

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

Jan 15, 2025
BUY
$183.23 - $199.79 $2.36 Million - $2.58 Million
12,900 Added 60.65%
34,171 $6.33 Billion
Q3 2024

Oct 15, 2024
SELL
$173.36 - $189.8 $90,147 - $98,696
-520 Reduced 2.39%
21,271 $4.04 Billion
Q2 2024

Jul 24, 2024
SELL
$169.4 - $179.05 $261,384 - $276,274
-1,543 Reduced 6.61%
21,791 $3.8 Billion
Q1 2024

Apr 24, 2024
SELL
$161.84 - $179.11 $2.09 Million - $2.31 Million
-12,893 Reduced 35.59%
23,334 $4.17 Billion
Q4 2023

Jan 12, 2024
BUY
$143.69 - $165.7 $5.21 Million - $6 Million
36,227 New
36,227 $5.95 Billion

Others Institutions Holding IWD

# of Institutions
1,743
Shares Held
255M
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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