Steel Peak Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 1,675 shares of IWD stock, worth $324,598. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,675
Previous 1,430 17.13%
Holding current value
$324,598
Previous $271,000 14.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$183.23 - $199.79 $44,891 - $48,948
245 Added 17.13%
1,675 $310,000
Q3 2024

Oct 25, 2024
BUY
$173.36 - $189.8 $9,881 - $10,818
57 Added 4.15%
1,430 $271,000
Q2 2024

Jul 16, 2024
SELL
$169.4 - $179.05 $31,339 - $33,124
-185 Reduced 11.87%
1,373 $239,000
Q1 2024

Apr 17, 2024
BUY
$161.84 - $179.11 $9,710 - $10,746
60 Added 4.01%
1,558 $279,000
Q3 2023

Nov 02, 2023
BUY
$151.73 - $163.56 $3,793 - $4,089
25 Added 1.7%
1,498 $227,000
Q2 2023

Aug 02, 2023
BUY
$148.55 - $157.83 $218,814 - $232,483
1,473 New
1,473 $232,000
Q4 2022

Jan 25, 2023
SELL
$136.78 - $158.99 $12,994 - $15,104
-95 Reduced 3.24%
2,833 $0
Q2 2022

Aug 02, 2022
SELL
$140.99 - $168.41 $16,495 - $19,703
-117 Reduced 3.84%
2,928 $424,000
Q1 2022

May 10, 2022
BUY
$157.15 - $170.51 $16,029 - $17,392
102 Added 3.47%
3,045 $506,000
Q4 2021

Jan 31, 2022
BUY
$157.12 - $168.08 $71,646 - $76,644
456 Added 18.34%
2,943 $494,000
Q3 2021

Nov 15, 2021
BUY
$154.62 - $164.07 $2,319 - $2,461
15 Added 0.61%
2,487 $389,000
Q2 2021

Aug 13, 2021
SELL
$152.86 - $162.4 $12,534 - $13,316
-82 Reduced 3.21%
2,472 $392,000
Q1 2021

May 18, 2021
BUY
$134.89 - $153.0 $36,824 - $41,769
273 Added 11.97%
2,554 $387,000
Q4 2020

Feb 04, 2021
BUY
$115.84 - $136.73 $31,160 - $36,780
269 Added 13.37%
2,281 $312,000
Q3 2020

Oct 26, 2020
BUY
$111.27 - $124.26 $21,030 - $23,485
189 Added 10.37%
2,012 $238,000
Q2 2020

Jul 21, 2020
BUY
$94.52 - $125.14 $172,309 - $228,130
1,823 New
1,823 $205,000

Others Institutions Holding IWD

# of Institutions
1,743
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 Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email