Element Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Element Wealth, LLC

  • $187 Million
  • Q3 2024

A detailed history of Element Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Element Wealth, LLC holds 653 shares of IWD stock, worth $126,544. This represents 0.07% of its overall portfolio holdings.

Number of Shares
653
Previous 688 5.09%
Holding current value
$126,544
Previous $120,000 2.5%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 23, 2024
SELL
$173.36 - $189.8 $6,067 - $6,643
-35 Reduced 5.09%
653 $123,000
Q4 2023

Feb 01, 2024
BUY
$143.69 - $165.7 $143 - $165
1 Added 0.15%
688 $113,000
Q1 2023

May 03, 2023
SELL
$145.2 - $161.56 $10,890 - $12,117
-75 Reduced 9.84%
687 $104,000
Q3 2022

Nov 08, 2022
BUY
$135.99 - $161.15 $135 - $161
1 Added 0.13%
762 $104,000
Q1 2022

Apr 28, 2022
BUY
$157.15 - $170.51 $119,591 - $129,758
761 New
761 $126,000
Q2 2020

Aug 06, 2020
SELL
$94.52 - $125.14 $1,795 - $2,377
-19 Closed
0 $0
Q1 2020

May 14, 2020
BUY
$85.17 - $138.52 $1,618 - $2,631
19 New
19 $2,000

Others Institutions Holding IWD

# of Institutions
1,743
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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