Abound Wealth Management Ishares Russell 1000 Val ETF Transaction History

Abound Wealth Management

$312 Billion
Q4 2024

A detailed history of Abound Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Abound Wealth Management holds 202 shares of IWD stock, worth $38,143. This represents 0.01% of its overall portfolio holdings.

Number of Shares

202

Previous 201 0.5%

Holding current value

$38,143

Previous $38.2 Million 1.96%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$183.23 - $199.79 $183 - $199	1 Added 0.5%	202 $37.4 Million
Q3 2024 Nov 04, 2024	BUY	$173.36 - $189.8 $1,213 - $1,328	7 Added 3.61%	201 $38.2 Million
Q1 2024 Aug 08, 2024	SELL	$161.84 - $179.11 $119,923 - $132,720	-741 Reduced 79.25%	194 $34.7 Million
Q4 2023 Aug 08, 2024	SELL	$143.69 - $165.7 $25,576 - $29,494	-178 Reduced 15.99%	935 $154 Million
Q3 2023 Aug 08, 2024	BUY	$151.73 - $163.56 $41,725 - $44,979	275 Added 32.82%	1,113 $169 Million
Q1 2023 Aug 07, 2024	BUY	$145.2 - $161.56 $121,677 - $135,387	838 New	838 $128 Million
Q4 2022 Aug 07, 2024	SELL	$136.78 - $158.99 $2,325 - $2,702	-17 Reduced 1.8%	927 $141 Million
Q3 2022 Aug 07, 2024	BUY	$135.99 - $161.15 $14,414 - $17,081	106 Added 12.65%	944 $128 Million
Q2 2022 Aug 12, 2024	BUY	$140.99 - $168.41 $101,794 - $121,592	722 Added 372.16%	916 $133 Million
Q1 2022 Aug 12, 2024	SELL	$157.15 - $170.51 $26,244 - $28,475	-167 Reduced 15.42%	916 $152 Million
Q4 2021 Aug 12, 2024	BUY	$157.12 - $168.08 $139,679 - $149,423	889 Added 458.25%	1,083 $182 Million

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

Ticker IWD
Sector ETFs
Industry ETFs

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Abound Wealth Management Ishares Russell 1000 Val ETF Transaction History