Alliance Wealth Management Group Ishares Russell 1000 Val ETF Transaction History

Alliance Wealth Management Group

  • $385 Million
  • Q3 2024

A detailed history of Alliance Wealth Management Group transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Alliance Wealth Management Group holds 2,353 shares of IWD stock, worth $440,858. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,353
Previous 2,353 -0.0%
Holding current value
$440,858
Previous $410,000 8.78%
% of portfolio
0.12%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 19, 2024
SELL
$143.69 - $165.7 $22,846 - $26,346
-159 Reduced 6.33%
2,353 $388,000
Q2 2021

Aug 13, 2021
SELL
$152.86 - $162.4 $17,426 - $18,513
-114 Reduced 4.34%
2,512 $398,000
Q3 2020

Nov 12, 2020
SELL
$111.27 - $124.26 $13,908 - $15,532
-125 Reduced 4.54%
2,626 $310,000
Q1 2020

May 14, 2020
BUY
$85.17 - $138.52 $13,031 - $21,193
153 Added 5.89%
2,751 $273,000
Q2 2018

Aug 13, 2018
SELL
N/A
-2,803 Reduced 51.9%
2,598 $315,000
Q1 2018

May 21, 2018
BUY
N/A
2,453 Added 83.21%
5,401 $648,000
Q4 2017

Jan 31, 2018
SELL
N/A
-4,784 Reduced 61.87%
2,948 $367,000
Q3 2017

Nov 09, 2017
BUY
N/A
7,732
7,732 $922,000

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
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
Track This Portfolio

Track Alliance Wealth Management Group Portfolio

Follow Alliance Wealth Management Group 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 Alliance Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email