Plante Moran Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 5,168 shares of IWD stock, worth $948,689. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,168
Previous 4,952 4.36%
Holding current value
$948,689
Previous $863,000 13.56%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 30, 2024
BUY
$173.36 - $189.8 $37,445 - $40,996
216 Added 4.36%
5,168 $980,000
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $277,816 - $293,642
-1,640 Reduced 24.88%
4,952 $863,000
Q4 2023

Feb 05, 2024
BUY
$143.69 - $165.7 $223,869 - $258,160
1,558 Added 30.95%
6,592 $1.09 Million
Q3 2023

Nov 07, 2023
BUY
$151.73 - $163.56 $36,263 - $39,090
239 Added 4.98%
5,034 $764,000
Q2 2023

Aug 07, 2023
BUY
$148.55 - $157.83 $75,909 - $80,651
511 Added 11.93%
4,795 $756,000
Q1 2023

May 08, 2023
SELL
$145.2 - $161.56 $287,931 - $320,373
-1,983 Reduced 31.64%
4,284 $652,000
Q3 2022

Nov 02, 2022
SELL
$135.99 - $161.15 $236,078 - $279,756
-1,736 Reduced 21.69%
6,267 $852,000
Q2 2022

Aug 02, 2022
BUY
$140.99 - $168.41 $244,758 - $292,359
1,736 Added 27.7%
8,003 $1.16 Million
Q1 2022

May 06, 2022
SELL
$157.15 - $170.51 $1.11 Million - $1.2 Million
-7,054 Reduced 52.95%
6,267 $1.04 Million
Q4 2021

Feb 09, 2022
BUY
$157.12 - $168.08 $1.25 Million - $1.34 Million
7,953 Added 148.16%
13,321 $2.24 Million
Q3 2021

Nov 08, 2021
BUY
$154.62 - $164.07 $115,191 - $122,232
745 Added 16.12%
5,368 $840,000
Q1 2021

May 13, 2021
SELL
$134.89 - $153.0 $32,103 - $36,414
-238 Reduced 4.9%
4,623 $701,000
Q3 2020

Nov 12, 2020
SELL
$111.27 - $124.26 $32,935 - $36,780
-296 Reduced 5.74%
4,861 $574,000
Q2 2020

Aug 10, 2020
SELL
$94.52 - $125.14 $18,431 - $24,402
-195 Reduced 3.64%
5,157 $581,000
Q1 2020

May 07, 2020
SELL
$85.17 - $138.52 $13,116 - $21,332
-154 Reduced 2.8%
5,352 $531,000
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $12,632 - $13,940
102 Added 1.89%
5,506 $751,000
Q3 2019

Nov 13, 2019
BUY
$127.92 - $130.25 $79,054 - $80,494
618 Added 12.91%
5,404 $0
Q2 2019

Aug 13, 2019
BUY
N/A
912 Added 23.54%
4,786 $609,000
Q1 2019

May 13, 2019
SELL
N/A
-35 Reduced 0.9%
3,874 $478,000
Q4 2018

Jan 29, 2019
SELL
N/A
-22 Reduced 0.56%
3,909 $434,000
Q3 2018

Nov 09, 2018
BUY
N/A
238 Added 6.44%
3,931 $498,000
Q2 2018

Jul 26, 2018
SELL
N/A
-2,463 Reduced 40.01%
3,693 $448,000
Q1 2018

May 01, 2018
BUY
N/A
3,284 Added 114.35%
6,156 $738,000
Q4 2017

Feb 01, 2018
SELL
N/A
-12 Reduced 0.42%
2,872 $357,000
Q3 2017

Nov 08, 2017
BUY
N/A
2,884
2,884 $342,000

Others Institutions Holding IWD

# of Institutions
1,718
Shares Held
255M
Call Options Held
606K
Put Options Held
653K
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 Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email