Wealth Trust Axiom LLC Ishares Russell 1000 Val ETF Transaction History

Wealth Trust Axiom LLC

  • $328 Million
  • Q4 2024

A detailed history of Wealth Trust Axiom LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 1,414 shares of IWD stock, worth $274,994. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,414
Previous 1,333 6.08%
Holding current value
$274,994
Previous $253,000 3.16%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Feb 13, 2025
BUY
$183.23 - $199.79 $14,841 - $16,182
81 Added 6.08%
1,414 $261,000
Q3 2023

Nov 02, 2023
BUY
$151.73 - $163.56 $202,256 - $218,025
1,333 New
1,333 $202,000
Q1 2020

Apr 10, 2020
SELL
$85.17 - $138.52 $183,967 - $299,203
-2,160 Closed
0 $0
Q1 2018

May 01, 2018
BUY
N/A
2,160 New
2,160 $259,000

Others Institutions Holding IWD

# of Institutions
1,852
Shares Held
277M
Call Options Held
1.29M
Put Options Held
1.1M
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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