Merriman Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 1,539 shares of IWD stock, worth $288,023. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,539
Previous 1,472 4.55%
Holding current value
$288,023
Previous $279,000 1.79%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$183.23 - $199.79 $12,276 - $13,385
67 Added 4.55%
1,539 $284,000
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $114,764 - $125,647
-662 Reduced 31.02%
1,472 $279,000
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $88,596 - $93,643
523 Added 32.46%
2,134 $372,000
Q1 2024

May 14, 2024
SELL
$161.84 - $179.11 $2,751 - $3,044
-17 Reduced 1.04%
1,611 $288,000
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $2,586 - $2,982
18 Added 1.12%
1,628 $269,000
Q3 2023

Nov 13, 2023
BUY
$151.73 - $163.56 $10,014 - $10,794
66 Added 4.27%
1,610 $244,000
Q2 2023

Aug 14, 2023
SELL
$148.55 - $157.83 $1,782 - $1,893
-12 Reduced 0.77%
1,544 $243,000
Q1 2023

May 04, 2023
BUY
$145.2 - $161.56 $15,391 - $17,125
106 Added 7.31%
1,556 $236,000
Q4 2022

Feb 13, 2023
BUY
$136.78 - $158.99 $198,331 - $230,535
1,450 New
1,450 $219,000
Q2 2022

Jul 29, 2022
SELL
$140.99 - $168.41 $33,978 - $40,586
-241 Reduced 14.26%
1,449 $0
Q1 2022

Apr 28, 2022
BUY
$157.15 - $170.51 $157 - $170
1 Added 0.06%
1,690 $280,000
Q4 2021

Feb 01, 2022
SELL
$157.12 - $168.08 $14,769 - $15,799
-94 Reduced 5.27%
1,689 $284,000
Q2 2021

Jul 28, 2021
BUY
$152.86 - $162.4 $17,884 - $19,000
117 Added 7.02%
1,783 $283,000
Q1 2021

May 10, 2021
SELL
$134.89 - $153.0 $139,611 - $158,355
-1,035 Reduced 38.32%
1,666 $253,000
Q4 2020

Feb 10, 2021
SELL
$115.84 - $136.73 $90,007 - $106,239
-777 Reduced 22.34%
2,701 $370,000
Q3 2020

Oct 26, 2020
BUY
$111.27 - $124.26 $22,476 - $25,100
202 Added 6.17%
3,478 $411,000
Q2 2020

Jul 31, 2020
SELL
$94.52 - $125.14 $145,655 - $192,840
-1,541 Reduced 31.99%
3,276 $369,000
Q1 2020

Apr 22, 2020
SELL
$85.17 - $138.52 $66,091 - $107,491
-776 Reduced 13.87%
4,817 $478,000
Q4 2019

Jan 23, 2020
BUY
$123.85 - $136.67 $165,463 - $182,591
1,336 Added 31.38%
5,593 $763,000
Q3 2019

Oct 18, 2019
SELL
$127.92 - $130.25 $639 - $651
-5 Reduced 0.12%
4,257 $546,000
Q2 2019

Jul 31, 2019
BUY
N/A
76 Added 1.82%
4,262 $5.47 Million
Q1 2019

Apr 23, 2019
BUY
N/A
52 Added 1.26%
4,186 $517,000
Q4 2018

Jan 28, 2019
SELL
N/A
-384 Reduced 8.5%
4,134 $464,000
Q3 2018

Nov 06, 2018
SELL
N/A
-615 Reduced 11.98%
4,518 $572,000
Q2 2018

Aug 10, 2018
SELL
N/A
-3,269 Reduced 38.91%
5,133 $623,000
Q1 2018

Apr 10, 2018
SELL
N/A
-430 Reduced 4.87%
8,402 $1.01 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-2,228 Reduced 20.14%
8,832 $1.1 Million
Q3 2017

Oct 19, 2017
BUY
N/A
7,740 Added 233.13%
11,060 $1.31 Million
Q2 2017

Aug 07, 2017
BUY
N/A
3,320
3,320 $387,000

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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