Sendero Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024

A detailed history of Sendero Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 15,309 shares of IWD stock, worth $2.96 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
15,309
Previous 5,693 168.91%
Holding current value
$2.96 Million
Previous $1.08 Million 162.41%
% of portfolio
0.45%
Previous 0.18%

Shares

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

Jan 14, 2025
BUY
$183.23 - $199.79 $1.76 Million - $1.92 Million
9,616 Added 168.91%
15,309 $2.83 Million
Q2 2024

Jul 12, 2024
SELL
$169.4 - $179.05 $8,978 - $9,489
-53 Reduced 0.92%
5,693 $993,000
Q1 2024

Apr 16, 2024
SELL
$161.84 - $179.11 $3,236 - $3,582
-20 Reduced 0.35%
5,746 $1.03 Million
Q4 2023

Jan 17, 2024
BUY
$143.69 - $165.7 $10,489 - $12,096
73 Added 1.28%
5,766 $952,000
Q2 2023

Jul 20, 2023
BUY
$148.55 - $157.83 $845,695 - $898,526
5,693 New
5,693 $898,000

Others Institutions Holding IWD

# of Institutions
1,772
Shares Held
257M
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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