A detailed history of Oldfather Financial Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 42,983 shares of IWD stock, worth $8.07 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
42,983
Previous 44,065 2.46%
Holding current value
$8.07 Million
Previous $7.69 Million 6.11%
% of portfolio
3.14%
Previous 3.16%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$173.36 - $189.8 $187,575 - $205,363
-1,082 Reduced 2.46%
42,983 $8.16 Million
Q2 2024

Jul 24, 2024

BUY
$169.4 - $179.05 $33,202 - $35,093
196 Added 0.45%
44,065 $7.69 Million
Q1 2024

Apr 25, 2024

BUY
$161.84 - $179.11 $24,761 - $27,403
153 Added 0.35%
43,869 $7.86 Million
Q4 2023

Jan 16, 2024

BUY
$143.69 - $165.7 $85,495 - $98,591
595 Added 1.38%
43,716 $7.22 Million
Q3 2023

Oct 25, 2023

BUY
$151.73 - $163.56 $149,757 - $161,433
987 Added 2.34%
43,121 $6.55 Million
Q2 2023

Jul 27, 2023

SELL
$148.55 - $157.83 $38,771 - $41,193
-261 Reduced 0.62%
42,134 $6.65 Million
Q1 2023

May 01, 2023

BUY
$145.2 - $161.56 $221,575 - $246,540
1,526 Added 3.73%
42,395 $6.46 Million
Q4 2022

Feb 02, 2023

BUY
$136.78 - $158.99 $1.05 Million - $1.22 Million
7,642 Added 23.0%
40,869 $6.2 Million
Q3 2022

Oct 14, 2022

BUY
$135.99 - $161.15 $32,501 - $38,514
239 Added 0.72%
33,227 $4.52 Million
Q2 2022

Jul 28, 2022

BUY
$140.99 - $168.41 $213,599 - $255,141
1,515 Added 4.81%
32,988 $5 Million
Q1 2022

Apr 29, 2022

BUY
$157.15 - $170.51 $140,020 - $151,924
891 Added 2.91%
31,473 $5.08 Million
Q4 2021

Feb 17, 2022

BUY
$157.12 - $168.08 $383,058 - $409,779
2,438 Added 8.66%
30,582 $5.04 Million
Q3 2021

Nov 15, 2021

BUY
$154.62 - $164.07 $87,360 - $92,699
565 Added 2.05%
28,144 $4.7 Million
Q2 2021

Aug 11, 2021

BUY
$152.86 - $162.4 $156,375 - $166,135
1,023 Added 3.85%
27,579 $4.47 Million
Q1 2021

Apr 09, 2021

BUY
$134.89 - $153.0 $342,620 - $388,620
2,540 Added 10.58%
26,556 $4.09 Million
Q4 2020

Feb 08, 2021

BUY
$115.84 - $136.73 $73,210 - $86,413
632 Added 2.7%
24,016 $0
Q3 2020

Oct 16, 2020

BUY
$111.27 - $124.26 $76,998 - $85,987
692 Added 3.05%
23,384 $2.86 Million
Q2 2020

Jul 31, 2020

SELL
$94.52 - $125.14 $149,058 - $197,345
-1,577 Reduced 6.5%
22,692 $2.67 Million
Q1 2020

May 13, 2020

BUY
$85.17 - $138.52 $406,346 - $660,878
4,771 Added 24.47%
24,269 $2.58 Million
Q4 2019

Jan 30, 2020

BUY
$123.85 - $136.67 $2.41 Million - $2.66 Million
19,498 New
19,498 $2.64 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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