A detailed history of Affiance Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Affiance Financial, LLC holds 10,405 shares of IWD stock, worth $1.91 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
10,405
Previous 10,417 0.12%
Holding current value
$1.91 Million
Previous $1.82 Million 8.64%
% of portfolio
0.49%
Previous 0.48%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$173.36 - $189.8 $2,080 - $2,277
-12 Reduced 0.12%
10,405 $1.97 Million
Q2 2024

Aug 01, 2024

BUY
$169.4 - $179.05 $2,032 - $2,148
12 Added 0.12%
10,417 $1.82 Million
Q4 2023

Jan 09, 2024

SELL
$143.69 - $165.7 $341,694 - $394,034
-2,378 Reduced 18.6%
10,405 $1.72 Million
Q3 2023

Oct 11, 2023

SELL
$151.73 - $163.56 $737,862 - $795,392
-4,863 Reduced 27.56%
12,783 $1.94 Million
Q2 2023

Jul 11, 2023

SELL
$148.55 - $157.83 $214,951 - $228,380
-1,447 Reduced 7.58%
17,646 $2.79 Million
Q1 2023

Apr 18, 2023

SELL
$145.2 - $161.56 $19.6 Million - $21.8 Million
-134,819 Reduced 87.59%
19,093 $2.91 Million
Q4 2022

Jan 20, 2023

SELL
$136.78 - $158.99 $1.28 Million - $1.49 Million
-9,381 Reduced 5.74%
153,912 $0
Q3 2022

Oct 27, 2022

BUY
$135.99 - $161.15 $966,752 - $1.15 Million
7,109 Added 4.55%
163,293 $22.2 Million
Q2 2022

Jul 14, 2022

BUY
$140.99 - $168.41 $10.3 Million - $12.3 Million
73,209 Added 88.23%
156,184 $22.6 Million
Q1 2022

Apr 12, 2022

BUY
$157.15 - $170.51 $533,524 - $578,881
3,395 Added 4.27%
82,975 $13.8 Million
Q4 2021

Feb 01, 2022

BUY
$157.12 - $168.08 $332,937 - $356,161
2,119 Added 2.74%
79,580 $13.4 Million
Q3 2021

Oct 12, 2021

BUY
$154.62 - $164.07 $383,612 - $407,057
2,481 Added 3.31%
77,461 $12.1 Million
Q2 2021

Jul 14, 2021

BUY
$152.86 - $162.4 $1.13 Million - $1.2 Million
7,406 Added 10.96%
74,980 $11.9 Million
Q1 2021

Apr 21, 2021

BUY
$134.89 - $153.0 $9.03 Million - $10.2 Million
66,936 Added 10491.54%
67,574 $10.2 Million
Q4 2019

Jan 16, 2020

BUY
$123.85 - $136.67 $79,016 - $87,195
638 New
638 $87,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Affiance Financial, LLC Portfolio

Follow Affiance Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Affiance Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affiance Financial, LLC with notifications on news.