First Personal Financial Services Ishares Russell 1000 Val ETF Transaction History

First Personal Financial Services

  • $472 Million
  • Q3 2024

A detailed history of First Personal Financial Services transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, First Personal Financial Services holds 760 shares of IWD stock, worth $142,393. This represents 0.03% of its overall portfolio holdings.

Number of Shares
760
Previous 742 2.43%
Holding current value
$142,393
Previous $129,000 11.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 01, 2024
BUY
$173.36 - $189.8 $3,120 - $3,416
18 Added 2.43%
760 $144,000
Q1 2023

Apr 24, 2023
SELL
$145.2 - $161.56 $14,519 - $16,156
-100 Reduced 11.88%
742 $112,000
Q1 2022

May 02, 2022
SELL
$157.15 - $170.51 $6,757 - $7,331
-43 Reduced 4.86%
842 $140,000
Q4 2021

Feb 04, 2022
SELL
$157.12 - $168.08 $85,944 - $91,939
-547 Reduced 38.2%
885 $149,000
Q4 2019

Jan 24, 2020
BUY
$123.85 - $136.67 $67,745 - $74,758
547 Added 61.81%
1,432 $195,000
Q1 2019

Apr 22, 2019
BUY
N/A
885 New
885 $109,000
Q1 2018

May 10, 2018
SELL
N/A
-1,410 Closed
0 $0
Q4 2017

Jan 25, 2018
BUY
N/A
1,410
1,410 $175,000

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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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