A detailed history of Safeguard Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Safeguard Financial, LLC holds 1,922 shares of IWD stock, worth $360,720. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,922
Previous 1,922 -0.0%
Holding current value
$360,720
Previous $335,000 8.66%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$169.4 - $179.05 $10,164 - $10,743
-60 Reduced 3.03%
1,922 $335,000
Q4 2023

Jan 30, 2024

BUY
$143.69 - $165.7 $284,793 - $328,417
1,982 New
1,982 $327,000
Q2 2023

Aug 07, 2023

BUY
$148.55 - $157.83 $3,119 - $3,314
21 New
21 $3,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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