A detailed history of Beirne Wealth Consulting Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Beirne Wealth Consulting Services, LLC holds 150,292 shares of IWD stock, worth $28.4 Million. This represents 10.57% of its overall portfolio holdings.

Number of Shares
150,292
Previous 141,445 6.25%
Holding current value
$28.4 Million
Previous $25.3 Billion 3.5%
% of portfolio
10.57%
Previous 10.74%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$169.4 - $179.05 $1.5 Million - $1.58 Million
8,847 Added 6.25%
150,292 $26.2 Billion
Q1 2024

May 13, 2024

BUY
$161.84 - $179.11 $6.45 Million - $7.14 Million
39,861 Added 39.24%
141,445 $25.3 Billion
Q4 2023

Feb 06, 2024

BUY
$143.69 - $165.7 $9.3 Million - $10.7 Million
64,713 Added 175.51%
101,584 $16.8 Billion
Q2 2023

Aug 03, 2023

SELL
$148.55 - $157.83 $8.92 Million - $9.48 Million
-60,058 Reduced 61.96%
36,871 $5.82 Billion
Q1 2023

May 10, 2023

SELL
$145.2 - $161.56 $29,185 - $32,473
-201 Reduced 0.21%
96,929 $14.8 Billion
Q4 2022

Feb 08, 2023

SELL
$136.78 - $158.99 $55.2 Million - $64.1 Million
-403,391 Reduced 80.59%
97,130 $14.7 Million
Q3 2022

Nov 07, 2022

BUY
$135.99 - $161.15 $54.2 Million - $64.2 Million
398,365 Added 389.96%
500,521 $68.1 Million
Q2 2022

Jul 13, 2022

BUY
$140.99 - $168.41 $2.16 Million - $2.58 Million
15,322 Added 17.65%
102,156 $14.8 Million
Q1 2022

May 10, 2022

BUY
$157.15 - $170.51 $94,604 - $102,647
602 Added 0.7%
86,834 $14.4 Million
Q4 2021

Feb 03, 2022

BUY
$157.12 - $168.08 $1.48 Million - $1.58 Million
9,399 Added 12.23%
86,232 $14.5 Million
Q3 2021

Nov 09, 2021

BUY
$154.62 - $164.07 $60,611 - $64,315
392 Added 0.51%
76,833 $12 Million
Q2 2021

Aug 10, 2021

SELL
$152.86 - $162.4 $976,775 - $1.04 Million
-6,390 Reduced 7.71%
76,441 $12.1 Million
Q1 2021

May 17, 2021

SELL
$134.89 - $153.0 $310,516 - $352,206
-2,302 Reduced 2.7%
82,831 $12.6 Million
Q4 2020

Feb 03, 2021

BUY
$115.84 - $136.73 $1.92 Million - $2.27 Million
16,584 Added 24.19%
85,133 $11.6 Million
Q3 2020

Nov 05, 2020

SELL
$111.27 - $124.26 $90,462 - $101,023
-813 Reduced 1.17%
68,549 $8.1 Million
Q2 2020

Jul 31, 2020

BUY
$94.52 - $125.14 $5.99 Million - $7.93 Million
63,367 Added 1057.0%
69,362 $7.81 Million
Q1 2020

Apr 28, 2020

BUY
$85.17 - $138.52 $425 - $692
5 Added 0.08%
5,995 $595,000
Q4 2019

Jan 14, 2020

SELL
$123.85 - $136.67 $75,300 - $83,095
-608 Reduced 9.21%
5,990 $817,000
Q3 2019

Nov 07, 2019

BUY
$127.92 - $130.25 $4,477 - $4,558
35 Added 0.53%
6,598 $846,000
Q2 2019

Jul 25, 2019

SELL
N/A
-289 Reduced 4.22%
6,563 $835,000
Q1 2019

May 14, 2019

BUY
N/A
6,852 New
6,852 $846,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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