Ballew Advisors, Inc Ishares Russell 1000 Val ETF Transaction History

Ballew Advisors, Inc

  • $152 Million
  • Q4 2024

A detailed history of Ballew Advisors, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ballew Advisors, Inc holds 3,592 shares of IWD stock, worth $678,744. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,592
Previous 3,591 0.03%
Holding current value
$678,744
Previous $681,000 2.5%
% of portfolio
0.44%
Previous 0.47%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$183.23 - $199.79 $183 - $199
1 Added 0.03%
3,592 $664,000
Q2 2024

Jul 17, 2024
SELL
$169.4 - $179.05 $22,022 - $23,276
-130 Reduced 3.49%
3,591 $626,000
Q1 2024

Apr 11, 2024
SELL
$161.84 - $179.11 $1,780 - $1,970
-11 Reduced 0.29%
3,721 $666,000
Q1 2023

Jul 06, 2023
SELL
$145.2 - $161.56 $36,300 - $40,390
-250 Reduced 6.28%
3,732 $568,000
Q4 2022

Jan 13, 2023
SELL
$136.78 - $158.99 $13,541 - $15,740
-99 Reduced 2.43%
3,982 $0
Q3 2022

Oct 11, 2022
BUY
$135.99 - $161.15 $28,421 - $33,680
209 Added 5.4%
4,081 $563,000
Q2 2022

Jul 26, 2022
SELL
$140.99 - $168.41 $4,652 - $5,557
-33 Reduced 0.85%
3,872 $554,000
Q1 2022

Apr 28, 2022
BUY
$157.15 - $170.51 $157 - $170
1 Added 0.03%
3,905 $649,000
Q4 2021

Jan 26, 2022
BUY
$157.12 - $168.08 $23,096 - $24,707
147 Added 3.91%
3,904 $662,000
Q2 2021

Jul 15, 2021
SELL
$152.86 - $162.4 $574,295 - $610,136
-3,757 Reduced 50.0%
3,757 $598,000
Q1 2021

Apr 13, 2021
BUY
$134.89 - $153.0 $506,781 - $574,821
3,757 Added 100.0%
7,514 $1.15 Million
Q4 2020

Jan 13, 2021
BUY
$115.84 - $136.73 $77,149 - $91,062
666 Added 21.55%
3,757 $529,000
Q3 2020

Oct 06, 2020
SELL
$111.27 - $124.26 $45,286 - $50,573
-407 Reduced 11.64%
3,091 $373,000
Q2 2020

Jul 13, 2020
BUY
$94.52 - $125.14 $189 - $250
2 Added 0.06%
3,498 $394,000
Q1 2020

Jul 10, 2020
BUY
$85.17 - $138.52 $2,384 - $3,878
28 Added 0.81%
3,496 $347,000
Q4 2019

Jan 14, 2020
BUY
$123.85 - $136.67 $371 - $410
3 Added 0.09%
3,468 $474,000
Q3 2019

Oct 15, 2019
BUY
$127.92 - $130.25 $50,912 - $51,839
398 Added 12.98%
3,465 $429,000
Q3 2018

Oct 30, 2018
SELL
N/A
-100 Reduced 3.16%
3,067 $360,000
Q2 2018

Jul 30, 2018
BUY
N/A
100 Added 3.26%
3,167 $384,000
Q1 2018

May 07, 2018
SELL
N/A
-37 Reduced 1.19%
3,067 $368,000
Q4 2017

Jan 30, 2018
BUY
N/A
3,104
3,104 $386,000

Others Institutions Holding IWD

# of Institutions
1,727
Shares Held
255M
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
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