Spotlight Asset Group, Inc. Ishares Russell 1000 Val ETF Transaction History

Spotlight Asset Group, Inc.

  • $140 Million
  • Q2 2024

A detailed history of Spotlight Asset Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 2,831 shares of IWD stock, worth $517,563. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,831
Previous 2,831 -0.0%
Holding current value
$517,563
Previous $507,000 2.76%
% of portfolio
0.35%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 28, 2021
SELL
$154.62 - $164.07 $39,428 - $41,837
-255 Reduced 8.26%
2,831 $443,000
Q4 2020

Feb 08, 2021
BUY
$115.84 - $136.73 $28,033 - $33,088
242 Added 8.51%
3,086 $422,000
Q3 2020

Oct 30, 2020
SELL
$111.27 - $124.26 $667 - $745
-6 Reduced 0.21%
2,844 $336,000
Q2 2020

Jul 23, 2020
SELL
$94.52 - $125.14 $39,509 - $52,308
-418 Reduced 12.79%
2,850 $321,000
Q1 2020

Apr 13, 2020
BUY
$85.17 - $138.52 $17,970 - $29,227
211 Added 6.9%
3,268 $324,000
Q4 2019

Apr 13, 2020
BUY
$123.85 - $136.67 $378,609 - $417,800
3,057 New
3,057 $333,000

Others Institutions Holding IWD

# of Institutions
1,882
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Spotlight Asset Group, Inc. Portfolio

Follow Spotlight Asset Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spotlight Asset Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spotlight Asset Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email