A detailed history of Cannon Financial Strategists, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cannon Financial Strategists, Inc. holds 1,076 shares of IWD stock, worth $201,599. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,076
Previous 3,079 65.05%
Holding current value
$201,599
Previous $509 Million 59.86%
% of portfolio
0.04%
Previous 0.11%

Shares

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

Oct 21, 2024

SELL
$173.36 - $189.8 $347,240 - $380,169
-2,003 Reduced 65.05%
1,076 $204 Million
Q2 2024

Sep 10, 2024

BUY
$169.4 - $179.05 $524,970 - $554,875
3,099 New
3,099 $541 Million
Q1 2024

Oct 01, 2024

BUY
$161.84 - $179.11 $2,589 - $2,865
16 Added 0.52%
3,115 $558 Million
Q4 2023

Oct 18, 2024

SELL
$143.69 - $165.7 $2,873 - $3,314
-20 Reduced 0.65%
3,079 $509 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Cannon Financial Strategists, Inc. Portfolio

Follow Cannon Financial Strategists, Inc. 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 Cannon Financial Strategists, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cannon Financial Strategists, Inc. with notifications on news.