World Equity Group, Inc. Ishares Russell 1000 Val ETF Transaction History

World Equity Group, Inc.

$466 Billion
Q4 2024

A detailed history of World Equity Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, World Equity Group, Inc. holds 3,164 shares of IWD stock, worth $600,115. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,164

Previous 1,582 100.0%

Holding current value

$600,115

Previous $300 Million 95.08%

% of portfolio

0.13%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$183.23 - $199.79 $289,869 - $316,067	1,582 Added 100.0%	3,164 $586 Million
Q3 2024 Oct 29, 2024	BUY	$173.36 - $189.8 $34,151 - $37,390	197 Added 14.22%	1,582 $300 Million
Q2 2024 Jul 18, 2024	BUY	$169.4 - $179.05 $14,737 - $15,577	87 Added 6.7%	1,385 $242 Million
Q1 2024 Jul 18, 2024	BUY	$161.84 - $179.11 $210,068 - $232,484	1,298 New	1,298 $232 Million
Q3 2023 Jul 22, 2024	BUY	$151.73 - $163.56 $8,041 - $8,668	53 Added 3.83%	1,438 $218 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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World Equity Group, Inc. Ishares Russell 1000 Val ETF Transaction History