Lpl Financial LLC Ishares Russell 1000 Val ETF Transaction History

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

A detailed history of Lpl Financial LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lpl Financial LLC holds 3,720,195 shares of IWD stock, worth $717 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,720,195
Previous 3,293,977 12.94%
Holding current value
$717 Million
Previous $625 Million 10.16%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Feb 11, 2025
BUY
$183.23 - $199.79 $78.1 Million - $85.2 Million
426,218 Added 12.94%
3,720,195 $689 Million
Q3 2024

Nov 08, 2024
BUY
$173.36 - $189.8 $4.02 Million - $4.4 Million
23,197 Added 0.71%
3,293,977 $625 Million
Q2 2024

Aug 07, 2024
BUY
$169.4 - $179.05 $13.6 Million - $14.4 Million
80,301 Added 2.52%
3,270,780 $571 Million
Q1 2024

May 10, 2024
BUY
$161.84 - $179.11 $34.5 Million - $38.1 Million
212,918 Added 7.15%
3,190,479 $571 Million
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $43.1 Million - $49.7 Million
300,212 Added 11.21%
2,977,561 $492 Million
Q3 2023

Nov 13, 2023
BUY
$151.73 - $163.56 $12.5 Million - $13.4 Million
82,164 Added 3.17%
2,677,349 $406 Million
Q2 2023

Jul 31, 2023
BUY
$148.55 - $157.83 $2.04 Million - $2.17 Million
13,757 Added 0.53%
2,595,185 $410 Million
Q1 2023

May 10, 2023
SELL
$145.2 - $161.56 $8.47 Million - $9.42 Million
-58,325 Reduced 2.21%
2,581,428 $393 Million
Q4 2022

Feb 07, 2023
BUY
$136.78 - $158.99 $17.1 Million - $19.9 Million
125,077 Added 4.97%
2,639,753 $400 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $22.3 Million - $26.5 Million
-164,257 Reduced 6.13%
2,514,676 $342 Million
Q2 2022

Aug 12, 2022
BUY
$140.99 - $168.41 $8.2 Million - $9.8 Million
58,175 Added 2.22%
2,678,933 $388 Million
Q1 2022

May 16, 2022
BUY
$157.15 - $170.51 $80.6 Million - $87.4 Million
512,570 Added 24.31%
2,620,758 $435 Million
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $22.5 Million - $24 Million
143,004 Added 7.28%
2,108,188 $354 Million
Q3 2021

Nov 15, 2021
BUY
$154.62 - $164.07 $37.7 Million - $40 Million
243,620 Added 14.15%
1,965,184 $308 Million
Q2 2021

Aug 13, 2021
BUY
$152.86 - $162.4 $6.31 Million - $6.71 Million
41,303 Added 2.46%
1,721,564 $273 Million
Q1 2021

May 14, 2021
BUY
$134.89 - $153.0 $6.92 Million - $7.85 Million
51,298 Added 3.15%
1,680,261 $255 Million
Q4 2020

Feb 12, 2021
BUY
$115.84 - $136.73 $7.05 Million - $8.32 Million
60,867 Added 3.88%
1,628,963 $223 Million
Q3 2020

Nov 09, 2020
BUY
$111.27 - $124.26 $5.18 Million - $5.79 Million
46,575 Added 3.06%
1,568,096 $185 Million
Q2 2020

Aug 13, 2020
SELL
$94.52 - $125.14 $8.13 Million - $10.8 Million
-85,962 Reduced 5.35%
1,521,521 $171 Million
Q1 2020

May 14, 2020
SELL
$85.17 - $138.52 $9.22 Million - $15 Million
-108,286 Reduced 6.31%
1,607,483 $159 Million
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $11 Million - $12.2 Million
89,089 Added 5.48%
1,715,769 $234 Million
Q3 2019

Nov 13, 2019
BUY
$127.92 - $130.25 $3.4 Million - $3.47 Million
26,603 Added 1.66%
1,626,680 $209 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-13,272 Reduced 0.82%
1,600,077 $204 Million
Q1 2019

May 08, 2019
SELL
N/A
-220,561 Reduced 12.03%
1,613,349 $199 Million
Q4 2018

Feb 07, 2019
BUY
N/A
245,439 Added 15.45%
1,833,910 $204 Million
Q3 2018

Nov 14, 2018
BUY
N/A
43,094 Added 2.79%
1,588,471 $201 Million
Q2 2018

Aug 14, 2018
BUY
N/A
41,376 Added 2.75%
1,545,377 $188 Million
Q1 2018

May 15, 2018
BUY
N/A
67,030 Added 4.66%
1,504,001 $180 Million
Q4 2017

Feb 14, 2018
BUY
N/A
89,978 Added 6.68%
1,436,971 $179 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-61,548 Reduced 4.37%
1,346,993 $160 Million
Q2 2017

Aug 14, 2017
BUY
N/A
1,408,541
1,408,541 $164 Million

Others Institutions Holding IWD

# of Institutions
1,871
Shares Held
284M
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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