Insight Wealth Strategies, LLC Ishares Russell 1000 Val ETF Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,119 shares of IWD stock, worth $205,414. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,119
Previous 1,118 0.09%
Holding current value
$205,414
Previous $212,000 2.36%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025
BUY
$183.23 - $199.79 $183 - $199
1 Added 0.09%
1,119 $207,000
Q3 2024

Oct 07, 2024
BUY
$173.36 - $189.8 $193,816 - $212,196
1,118 New
1,118 $212,000
Q2 2023

Jul 14, 2023
BUY
$148.55 - $157.83 $194,451 - $206,599
1,309 New
1,309 $206,000
Q2 2022

Jul 01, 2022
SELL
$140.99 - $168.41 $184,132 - $219,943
-1,306 Closed
0 $0
Q1 2022

Apr 12, 2022
SELL
$157.15 - $170.51 $942 - $1,023
-6 Reduced 0.46%
1,306 $217,000
Q4 2021

Jan 31, 2022
SELL
$157.12 - $168.08 $16,497 - $17,648
-105 Reduced 7.41%
1,312 $220,000
Q3 2021

Oct 28, 2021
BUY
$154.62 - $164.07 $463 - $492
3 Added 0.21%
1,417 $222,000
Q2 2021

Aug 12, 2021
SELL
$152.86 - $162.4 $36,533 - $38,813
-239 Reduced 14.46%
1,414 $224,000
Q1 2021

May 12, 2021
BUY
$134.89 - $153.0 $269 - $306
2 Added 0.12%
1,653 $251,000
Q4 2020

Feb 05, 2021
BUY
$115.84 - $136.73 $191,251 - $225,741
1,651 New
1,651 $226,000
Q2 2020

Jul 31, 2020
SELL
$94.52 - $125.14 $288,475 - $381,927
-3,052 Closed
0 $0
Q1 2020

Apr 21, 2020
SELL
$85.17 - $138.52 $106,036 - $172,457
-1,245 Reduced 28.97%
3,052 $303,000
Q4 2019

Feb 21, 2020
SELL
$123.85 - $136.67 $15,976 - $17,630
-129 Reduced 2.91%
4,297 $586,000
Q3 2019

Nov 06, 2019
BUY
$127.92 - $130.25 $26,223 - $26,701
205 Added 4.86%
4,426 $568,000
Q2 2019

Aug 06, 2019
BUY
N/A
193 Added 4.79%
4,221 $537,000
Q1 2019

Apr 24, 2019
BUY
N/A
4,028 New
4,028 $497,000

Others Institutions Holding IWD

# of Institutions
1,718
Shares Held
255M
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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