Founders Financial Alliance, LLC Ishares Russell 1000 Val ETF Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 14,146 shares of IWD stock, worth $2.6 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

14,146

Previous 14,176 0.21%

Holding current value

$2.6 Million

Previous $2.69 Million 2.68%

% of portfolio

0.73%

Previous 0.76%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$183.23 - $199.79 $5,496 - $5,993	-30 Reduced 0.21%	14,146 $2.62 Million
Q3 2024 Nov 01, 2024	SELL	$173.36 - $189.8 $1,906 - $2,087	-11 Reduced 0.08%	14,176 $2.69 Million
Q2 2024 Aug 23, 2024	SELL	$169.4 - $179.05 $33,371 - $35,272	-197 Reduced 1.37%	14,187 $2.48 Million
Q1 2024 May 14, 2024	BUY	$161.84 - $179.11 $1,132 - $1,253	7 Added 0.05%	14,384 $2.58 Million
Q4 2023 Feb 09, 2024	SELL	$143.69 - $165.7 $30,031 - $34,631	-209 Reduced 1.43%	14,377 $2.38 Million
Q2 2023 Aug 11, 2023	BUY	$148.55 - $157.83 $5,347 - $5,681	36 Added 0.25%	14,586 $2.3 Million
Q1 2023 May 15, 2023	BUY	$145.2 - $161.56 $4,646 - $5,169	32 Added 0.22%	14,550 $2.22 Million
Q4 2022 Feb 15, 2023	BUY	$136.78 - $158.99 $1,094 - $1,271	8 Added 0.06%	14,518 $2.2 Million
Q3 2022 Nov 14, 2022	BUY	$135.99 - $161.15 $30,869 - $36,581	227 Added 1.59%	14,510 $1.97 Million
Q2 2022 Aug 15, 2022	SELL	$140.99 - $168.41 $33,696 - $40,249	-239 Reduced 1.65%	14,283 $2.07 Million
Q1 2022 May 12, 2022	SELL	$157.15 - $170.51 $2,985 - $3,239	-19 Reduced 0.13%	14,522 $2.41 Million
Q4 2021 Feb 14, 2022	SELL	$157.12 - $168.08 $84,216 - $90,090	-536 Reduced 3.56%	14,541 $2.44 Million
Q3 2021 Nov 15, 2021	SELL	$154.62 - $164.07 $2,473 - $2,625	-16 Reduced 0.11%	15,077 $2.36 Million
Q2 2021 Aug 02, 2021	BUY	$152.86 - $162.4 $9,324 - $9,906	61 Added 0.41%	15,093 $2.39 Million
Q1 2021 May 14, 2021	BUY	$134.89 - $153.0 $45,053 - $51,102	334 Added 2.27%	15,032 $2.37 Million
Q4 2020 Feb 04, 2021	SELL	$115.84 - $136.73 $5,328 - $6,289	-46 Reduced 0.31%	14,698 $2.01 Million
Q3 2020 Nov 13, 2020	BUY	$111.27 - $124.26 $1.64 Million - $1.83 Million	14,744 New	14,744 $1.74 Million

Others Institutions Holding IWD

# of Institutions

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Founders Financial Alliance, LLC Ishares Russell 1000 Val ETF Transaction History