Oak Harbor Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 2,931 shares of IWD stock, worth $550,295. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,931
Previous 2,931 -0.0%
Holding current value
$550,295
Previous $524,000 2.48%
% of portfolio
0.16%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$161.84 - $179.11 $10,681 - $11,821
-66 Reduced 2.2%
2,931 $524,000
Q4 2023

Feb 09, 2024
SELL
$143.69 - $165.7 $38,796 - $44,739
-270 Reduced 8.26%
2,997 $495,000
Q3 2023

Oct 19, 2023
SELL
$151.73 - $163.56 $1,517 - $1,635
-10 Reduced 0.31%
3,267 $495,000
Q1 2023

Apr 24, 2023
BUY
$145.2 - $161.56 $14,519 - $16,156
100 Added 3.15%
3,277 $498,000
Q4 2022

Jan 18, 2023
BUY
$136.78 - $158.99 $50,882 - $59,144
372 Added 13.26%
3,177 $0
Q4 2021

Feb 17, 2022
BUY
$157.12 - $168.08 $440,721 - $471,464
2,805 New
2,805 $471,000

Others Institutions Holding IWD

# of Institutions
1,670
Shares Held
257M
Call Options Held
229K
Put Options Held
19.7K
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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