Oak Family Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Oak Family Advisors, LLC

  • $268 Million
  • Q4 2024

A detailed history of Oak Family Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Oak Family Advisors, LLC holds 1,462 shares of IWD stock, worth $272,326. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,462
Previous 1,511 3.24%
Holding current value
$272,326
Previous $286,000 5.59%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jan 24, 2025
SELL
$183.23 - $199.79 $8,978 - $9,789
-49 Reduced 3.24%
1,462 $270,000
Q4 2023

Jan 30, 2024
SELL
$143.69 - $165.7 $14,369 - $16,570
-100 Reduced 6.21%
1,511 $249,000
Q1 2023

May 01, 2023
SELL
$145.2 - $161.56 $80,586 - $89,665
-555 Reduced 25.62%
1,611 $245,000
Q2 2022

Jul 29, 2022
SELL
$140.99 - $168.41 $70,495 - $84,205
-500 Reduced 18.75%
2,166 $314,000
Q1 2022

May 03, 2022
SELL
$157.15 - $170.51 $34,887 - $37,853
-222 Reduced 7.69%
2,666 $443,000
Q4 2021

Feb 02, 2022
BUY
$157.12 - $168.08 $37,237 - $39,834
237 Added 8.94%
2,888 $485,000
Q3 2021

Nov 10, 2021
SELL
$154.62 - $164.07 $301,663 - $320,100
-1,951 Reduced 42.39%
2,651 $415,000
Q2 2021

Jul 29, 2021
BUY
$152.86 - $162.4 $171,508 - $182,212
1,122 Added 32.24%
4,602 $730,000
Q1 2021

May 05, 2021
BUY
$134.89 - $153.0 $61,374 - $69,615
455 Added 15.04%
3,480 $0
Q4 2020

Feb 12, 2021
BUY
$115.84 - $136.73 $350,416 - $413,608
3,025 New
3,025 $0

Others Institutions Holding IWD

# of Institutions
1,884
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
Track This Portfolio

Track Oak Family Advisors, LLC Portfolio

Follow Oak Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email