Bruce G. Allen Investments, LLC Ishares Russell 1000 Val ETF Transaction History

Bruce G. Allen Investments, LLC

  • $123 Billion
  • Q4 2024

A detailed history of Bruce G. Allen Investments, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 8,139 shares of IWD stock, worth $1.57 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
8,139
Previous 7,956 2.3%
Holding current value
$1.57 Million
Previous $1.51 Billion 0.21%
% of portfolio
1.22%
Previous 1.17%

Shares

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

Jan 10, 2025
BUY
$183.23 - $199.79 $33,531 - $36,561
183 Added 2.3%
8,139 $1.51 Billion
Q3 2024

Oct 08, 2024
SELL
$173.36 - $189.8 $24,963 - $27,331
-144 Reduced 1.78%
7,956 $1.51 Billion
Q2 2024

Jul 12, 2024
SELL
$169.4 - $179.05 $55,224 - $58,370
-326 Reduced 3.87%
8,100 $1.41 Billion
Q1 2024

Apr 10, 2024
SELL
$161.84 - $179.11 $11,814 - $13,075
-73 Reduced 0.86%
8,426 $1.51 Billion
Q4 2023

Jan 10, 2024
BUY
$143.69 - $165.7 $1.22 Million - $1.41 Million
8,499 New
8,499 $1.4 Billion

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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