Halpern Financial, Inc. Ishares Russell 1000 Val ETF Transaction History

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 10,259 shares of IWD stock, worth $1.98 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
10,259
Previous 10,259 -0.0%
Holding current value
$1.98 Million
Previous $1.79 Billion 8.35%
% of portfolio
0.5%
Previous 0.49%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
SELL
$169.4 - $179.05 $16,940 - $17,905
-100 Reduced 0.97%
10,259 $1.79 Billion
Q4 2023

Jan 19, 2024
SELL
$143.69 - $165.7 $501,621 - $578,458
-3,491 Reduced 25.21%
10,359 $1.7 Billion
Q3 2023

Oct 10, 2023
BUY
$151.73 - $163.56 $146,722 - $158,162
967 Added 7.51%
13,850 $2.1 Billion
Q2 2023

Sep 21, 2023
SELL
$148.55 - $157.83 $1.26 Million - $1.34 Million
-8,500 Reduced 39.75%
12,883 $2.03 Billion
Q1 2023

Sep 21, 2023
SELL
$145.2 - $161.56 $117,321 - $130,540
-808 Reduced 3.64%
21,383 $3.26 Billion
Q4 2022

Sep 21, 2023
SELL
$136.78 - $158.99 $6,839 - $7,949
-50 Reduced 0.22%
22,191 $3.37 Billion
Q3 2022

Sep 21, 2023
SELL
$135.99 - $161.15 $28,557 - $33,841
-210 Reduced 0.94%
22,241 $3.02 Billion
Q2 2022

Sep 21, 2023
SELL
$140.99 - $168.41 $28,198 - $33,682
-200 Reduced 0.88%
22,451 $3.25 Billion
Q1 2022

Sep 21, 2023
BUY
$157.15 - $170.51 $2.63 Million - $2.85 Million
16,739 Added 283.14%
22,651 $3.76 Billion
Q4 2021

Sep 21, 2023
SELL
$157.12 - $168.08 $7,698 - $8,235
-49 Reduced 0.82%
5,912 $993 Million
Q3 2021

Sep 21, 2023
BUY
$154.62 - $164.07 $222,188 - $235,768
1,437 Added 31.76%
5,961 $933 Million
Q2 2021

Sep 21, 2023
SELL
$152.86 - $162.4 $68,481 - $72,755
-448 Reduced 9.01%
4,524 $718 Million
Q1 2021

Sep 21, 2023
BUY
$134.89 - $153.0 $4,586 - $5,202
34 Added 0.69%
4,972 $754 Million
Q2 2020

Sep 21, 2023
BUY
$94.52 - $125.14 $139,133 - $184,206
1,472 Added 42.47%
4,938 $556 Million
Q1 2020

Sep 21, 2023
SELL
$85.17 - $138.52 $175,876 - $286,043
-2,065 Reduced 37.34%
3,466 $344 Million
Q4 2019

Sep 21, 2023
BUY
$123.85 - $136.67 $685,014 - $755,921
5,531 New
5,531 $755 Million

Others Institutions Holding IWD

# of Institutions
1,871
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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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