A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 14,282 shares of IWD stock, worth $2.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,282
Previous 14,489 1.43%
Holding current value
$2.7 Million
Previous $2.6 Million 4.01%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Aug 14, 2024

SELL
$169.4 - $179.05 $35,065 - $37,063
-207 Reduced 1.43%
14,282 $2.49 Million
Q1 2024

May 15, 2024

BUY
$161.84 - $179.11 $1,132 - $1,253
7 Added 0.05%
14,489 $2.6 Million
Q4 2023

Feb 14, 2024

SELL
$143.69 - $165.7 $245,278 - $282,849
-1,707 Reduced 10.54%
14,482 $2.39 Million
Q3 2022

Jan 25, 2023

BUY
$135.99 - $161.15 $2.2 Million - $2.61 Million
16,189 New
16,189 $2.2 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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