Iams Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,540 shares of IWD stock, worth $660,245. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,540
Previous 3,435 3.06%
Holding current value
$660,245
Previous $599 Million 12.11%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Oct 11, 2024
BUY
$173.36 - $189.8 $18,202 - $19,929
105 Added 3.06%
3,540 $672 Million
Q2 2024

Aug 05, 2024
SELL
$169.4 - $179.05 $136,705 - $144,493
-807 Reduced 19.02%
3,435 $599 Million
Q1 2024

Apr 18, 2024
BUY
$161.84 - $179.11 $686,525 - $759,784
4,242 New
4,242 $724 Million
Q3 2023

Nov 14, 2023
BUY
$151.73 - $163.56 $928,284 - $1 Million
6,118 New
6,118 $929 Million
Q1 2023

Oct 30, 2023
BUY
$145.2 - $161.56 $944,090 - $1.05 Million
6,502 New
6,502 $978 Million

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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