Vista Private Wealth Partners. LLC Ishares Russell 1000 Val ETF Transaction History

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 316 shares of IWD stock, worth $61,057. This represents 0.02% of its overall portfolio holdings.

Number of Shares
316
Previous 315 0.32%
Holding current value
$61,057
Previous $59,000 1.69%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 03, 2025
BUY
$183.23 - $199.79 $183 - $199
1 Added 0.32%
316 $58,000
Q3 2024

Dec 03, 2024
BUY
$173.36 - $189.8 $346 - $379
2 Added 0.64%
315 $59,000
Q2 2024

Aug 05, 2024
BUY
$169.4 - $179.05 $53,022 - $56,042
313 New
313 $54,000
Q4 2019

Jan 08, 2020
SELL
$123.85 - $136.67 $34,801 - $38,404
-281 Closed
0 $0
Q3 2019

Oct 16, 2019
BUY
$127.92 - $130.25 $35,945 - $36,600
281 New
281 $0

Others Institutions Holding IWD

# of Institutions
1,803
Shares Held
262M
Call Options Held
658K
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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