Ica Group Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 146 shares of IWD stock, worth $28,210. This represents 0.02% of its overall portfolio holdings.

Number of Shares
146
Previous 2,175 93.29%
Holding current value
$28,210
Previous $389,000 93.57%
% of portfolio
0.02%
Previous 0.08%

Shares

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

Aug 08, 2024
SELL
$169.4 - $179.05 $343,712 - $363,292
-2,029 Reduced 93.29%
146 $25,000
Q1 2024

May 14, 2024
BUY
$161.84 - $179.11 $36,414 - $40,299
225 Added 11.54%
2,175 $389,000
Q4 2023

Mar 07, 2024
BUY
$143.69 - $165.7 $53,883 - $62,137
375 Added 23.81%
1,950 $322,000
Q3 2023

Nov 13, 2023
SELL
$151.73 - $163.56 $3,034 - $3,271
-20 Reduced 1.25%
1,575 $239,000
Q2 2023

Aug 11, 2023
SELL
$148.55 - $157.83 $2,673 - $2,840
-18 Reduced 1.12%
1,595 $251,000
Q1 2023

May 12, 2023
SELL
$145.2 - $161.56 $290 - $323
-2 Reduced 0.12%
1,613 $245,000
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $2,188 - $2,543
16 Added 1.0%
1,615 $244,000
Q3 2022

Nov 10, 2022
SELL
$135.99 - $161.15 $9,791 - $11,602
-72 Reduced 4.31%
1,599 $217,000
Q2 2022

Oct 03, 2022
SELL
$140.99 - $168.41 $140 - $168
-1 Reduced 0.06%
1,671 $265,000
Q1 2022

Oct 03, 2022
BUY
$157.15 - $170.51 $262,754 - $285,092
1,672 New
1,672 $266,000

Others Institutions Holding IWD

# of Institutions
1,803
Shares Held
262M
Call Options Held
658K
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
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email