Jaffetilchin Investment Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Jaffetilchin Investment Partners, LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Jaffetilchin Investment Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jaffetilchin Investment Partners, LLC holds 2,786 shares of IWD stock, worth $521,399. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,786
Previous 2,363 17.9%
Holding current value
$521,399
Previous $448,000 14.96%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Feb 13, 2025
BUY
$183.23 - $199.79 $77,506 - $84,511
423 Added 17.9%
2,786 $515,000
Q3 2024

Nov 04, 2024
BUY
$173.36 - $189.8 $54,088 - $59,217
312 Added 15.21%
2,363 $448,000
Q2 2024

Jul 30, 2024
BUY
$169.4 - $179.05 $9,486 - $10,026
56 Added 2.81%
2,051 $357,000
Q1 2024

May 16, 2024
SELL
$161.84 - $179.11 $3,398 - $3,761
-21 Reduced 1.04%
1,995 $357,000
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $7,615 - $8,782
53 Added 2.7%
2,016 $333,000
Q3 2023

Nov 13, 2023
SELL
$151.73 - $163.56 $3,793 - $4,089
-25 Reduced 1.26%
1,963 $298,000
Q2 2023

Aug 15, 2023
SELL
$148.55 - $157.83 $1,931 - $2,051
-13 Reduced 0.65%
1,988 $313,000
Q1 2023

May 11, 2023
BUY
$145.2 - $161.56 $1,452 - $1,615
10 Added 0.5%
2,001 $304,000
Q4 2022

Feb 10, 2023
BUY
$136.78 - $158.99 $683 - $794
5 Added 0.25%
1,991 $301,000
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $1,631 - $1,933
12 Added 0.61%
1,986 $270,000
Q2 2022

Aug 15, 2022
BUY
$140.99 - $168.41 $1,268 - $1,515
9 Added 0.46%
1,974 $286,000
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $2,200 - $2,387
14 Added 0.72%
1,965 $299,000
Q4 2021

Feb 17, 2022
BUY
$157.12 - $168.08 $9,584 - $10,252
61 Added 3.23%
1,951 $328,000
Q3 2021

Oct 25, 2021
SELL
$154.62 - $164.07 $270,585 - $287,122
-1,750 Reduced 48.08%
1,890 $296,000
Q2 2021

Aug 09, 2021
BUY
$152.86 - $162.4 $278,205 - $295,568
1,820 Added 100.0%
3,640 $538,000
Q1 2021

May 10, 2021
BUY
$134.89 - $153.0 $944 - $1,071
7 Added 0.39%
1,820 $276,000
Q4 2020

Feb 12, 2021
BUY
$115.84 - $136.73 $926 - $1,093
8 Added 0.44%
1,813 $248,000
Q3 2020

Nov 09, 2020
BUY
$111.27 - $124.26 $200,842 - $224,289
1,805 New
1,805 $213,000
Q2 2018

Aug 01, 2018
SELL
N/A
-6,223 Closed
0 $0
Q1 2018

Apr 20, 2018
SELL
N/A
-11,153 Reduced 64.19%
6,223 $747,000
Q4 2017

Jan 10, 2018
BUY
N/A
7,580 Added 77.38%
17,376 $2.16 Million
Q3 2017

Nov 03, 2017
BUY
N/A
9,796
9,796 $1.16 Million

Others Institutions Holding IWD

# of Institutions
1,883
Shares Held
285M
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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