Chicago Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Chicago Wealth Management, Inc.

  • $224 Million
  • Q3 2025

A detailed history of Chicago Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 2,621 shares of IWD stock, worth $536,754. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,621
Previous 2,621 -0.0%
Holding current value
$536,754
Previous $509,000 4.72%
% of portfolio
0.24%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 15, 2023
SELL
$148.55 - $157.83 $392,914 - $417,460
-2,645 Reduced 50.23%
2,621 $413,000
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $3,127 - $3,706
-23 Reduced 0.43%
5,266 $716,000
Q2 2022

Aug 15, 2022
SELL
$140.99 - $168.41 $5.95 Million - $7.11 Million
-42,203 Reduced 88.86%
5,289 $767,000
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $183,236 - $198,814
1,166 Added 2.52%
47,492 $7.88 Million
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $268,203 - $286,912
1,707 Added 3.83%
46,326 $7.78 Million
Q3 2021

Nov 10, 2021
BUY
$154.62 - $164.07 $238,578 - $253,160
1,543 Added 3.58%
44,619 $6.98 Million
Q2 2021

Aug 16, 2021
BUY
$152.86 - $162.4 $378,328 - $401,940
2,475 Added 6.1%
43,076 $6.83 Million
Q1 2021

Apr 23, 2021
BUY
$134.89 - $153.0 $389,832 - $442,170
2,890 Added 7.66%
40,601 $6.15 Million
Q4 2020

Feb 03, 2021
BUY
$115.84 - $136.73 $97,884 - $115,536
845 Added 2.29%
37,711 $5.16 Million
Q3 2020

Oct 06, 2020
BUY
$111.27 - $124.26 $221,538 - $247,401
1,991 Added 5.71%
36,866 $4.36 Million
Q2 2020

Jul 20, 2020
BUY
$94.52 - $125.14 $3.3 Million - $4.36 Million
34,875 New
34,875 $3.93 Million

Others Institutions Holding IWD

# of Institutions
2,008
Shares Held
266M
Call Options Held
342K
Put Options Held
5.28M
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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