Aaron Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Aaron Wealth Advisors LLC

$832 Million
Q3 2024

A detailed history of Aaron Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 16,747 shares of IWD stock, worth $3.17 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

16,747

Previous 16,747 -0.0%

Holding current value

$3.17 Million

Previous $2.92 Million 8.8%

% of portfolio

0.38%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$169.4 - $179.05 $1.21 Million - $1.28 Million	7,154 Added 74.58%	16,747 $2.92 Million
Q4 2023 Jan 26, 2024	SELL	$143.69 - $165.7 $14,369 - $16,570	-100 Reduced 1.03%	9,593 $1.59 Million
Q1 2023 May 02, 2023	SELL	$145.2 - $161.56 $40,946 - $45,559	-282 Reduced 2.83%	9,693 $1.48 Million
Q4 2022 Jan 24, 2023	BUY	$136.78 - $158.99 $884,145 - $1.03 Million	6,464 Added 184.11%	9,975 $0
Q3 2022 Oct 21, 2022	SELL	$135.99 - $161.15 $70,850 - $83,959	-521 Reduced 12.92%	3,511 $477,000
Q2 2022 Jul 22, 2022	SELL	$140.99 - $168.41 $22.1 Million - $26.4 Million	-156,968 Reduced 97.5%	4,032 $584,000
Q1 2022 May 10, 2022	BUY	$157.15 - $170.51 $25.3 Million - $27.5 Million	161,000 New	161,000 $970,000

Others Institutions Holding IWD

# of Institutions

1,668

Shares Held

258M

Call Options Held

229K

Put Options Held

19.7K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Aaron Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History