Gilliland Jeter Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Gilliland Jeter Wealth Management LLC

$296 Billion
Q4 2024

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 12,871 shares of IWD stock, worth $2.48 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

12,871

Previous 12,952 0.63%

Holding current value

$2.48 Million

Previous $2.46 Billion 3.07%

% of portfolio

0.8%

Previous 0.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$183.23 - $199.79 $14,841 - $16,182	-81 Reduced 0.63%	12,871 $2.38 Billion
Q3 2024 Oct 18, 2024	BUY	$173.36 - $189.8 $68,303 - $74,781	394 Added 3.14%	12,952 $2.46 Billion
Q3 2024 Oct 17, 2024	SELL	$173.36 - $189.8 $7,281 - $7,971	-42 Reduced 0.33%	12,558 $2.25 Billion
Q2 2024 Jul 24, 2024	BUY	$169.4 - $179.05 $7,114 - $7,520	42 Added 0.33%	12,600 $2.2 Billion
Q1 2024 May 02, 2024	BUY	$161.84 - $179.11 $2,265 - $2,507	14 Added 0.11%	12,558 $2.25 Billion
Q4 2023 Feb 02, 2024	BUY	$143.69 - $165.7 $1.8 Million - $2.08 Million	12,544 New	12,544 $2.07 Billion

Others Institutions Holding IWD

# of Institutions

1,876

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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Gilliland Jeter Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History