Cornell Pochily Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Cornell Pochily Investment Advisors, Inc.

$286 Million
Q3 2024

A detailed history of Cornell Pochily Investment Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cornell Pochily Investment Advisors, Inc. holds 3,414 shares of IWD stock, worth $639,647. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,414

Previous 3,214 6.22%

Holding current value

$639,647

Previous $560,000 15.54%

% of portfolio

0.23%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$173.36 - $189.8 $34,672 - $37,960	200 Added 6.22%	3,414 $647,000
Q2 2024 Jul 17, 2024	BUY	$169.4 - $179.05 $56,579 - $59,802	334 Added 11.6%	3,214 $560,000
Q3 2023 Oct 13, 2023	SELL	$151.73 - $163.56 $3,793 - $4,089	-25 Reduced 0.86%	2,880 $437,000
Q2 2023 Jul 20, 2023	SELL	$148.55 - $157.83 $2,971 - $3,156	-20 Reduced 0.68%	2,905 $458,000
Q4 2022 Feb 01, 2023	BUY	$136.78 - $158.99 $68,390 - $79,495	500 Added 20.62%	2,925 $443,000
Q2 2021 Jul 23, 2021	BUY	$152.86 - $162.4 $370,685 - $393,820	2,425 New	2,425 $385,000

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

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornell Pochily Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornell Pochily Investment Advisors, Inc. with notifications on news.

Account

Cornell Pochily Investment Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History