Tiedemann Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 31,332 shares of IWD stock, worth $6.42 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
31,332
Previous 31,497 0.52%
Holding current value
$6.42 Million
Previous $4.97 Million 4.33%
% of portfolio
0.21%
Previous 0.21%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $25,035 - $26,987
-165 Reduced 0.52%
31,332 $4.76 Million
Q2 2023

Jul 20, 2023
SELL
$148.55 - $157.83 $28,224 - $29,987
-190 Reduced 0.6%
31,497 $4.97 Million
Q1 2023

Apr 26, 2023
SELL
$145.2 - $161.56 $58,805 - $65,431
-405 Reduced 1.26%
31,687 $4.82 Million
Q4 2022

Feb 08, 2023
BUY
$136.78 - $158.99 $6,155 - $7,154
45 Added 0.14%
32,092 $4.87 Million
Q3 2022

Oct 28, 2022
BUY
$135.99 - $161.15 $1.17 Million - $1.39 Million
8,624 Added 36.82%
32,047 $4.36 Million
Q2 2022

Aug 03, 2022
BUY
$140.99 - $168.41 $23,404 - $27,956
166 Added 0.71%
23,423 $3.39 Million
Q1 2022

Apr 27, 2022
SELL
$157.15 - $170.51 $507,437 - $550,576
-3,229 Reduced 12.19%
23,257 $3.86 Million
Q4 2021

Feb 09, 2022
BUY
$157.12 - $168.08 $1.74 Million - $1.87 Million
11,096 Added 72.1%
26,486 $4.45 Million
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $9.28 Million - $9.85 Million
-60,041 Reduced 79.6%
15,390 $2.41 Million
Q2 2021

Aug 12, 2021
BUY
$152.86 - $162.4 $3,821 - $4,060
25 Added 0.03%
75,431 $12 Million
Q1 2021

May 13, 2021
BUY
$134.89 - $153.0 $41,681 - $47,277
309 Added 0.41%
75,406 $11.4 Million
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $1.24 Million - $1.46 Million
10,673 Added 16.57%
75,097 $10.3 Million
Q3 2020

Nov 12, 2020
BUY
$111.27 - $124.26 $64,425 - $71,946
579 Added 0.91%
64,424 $7.61 Million
Q2 2020

Nov 12, 2020
BUY
$94.52 - $125.14 $4.52 Million - $5.99 Million
47,866 Added 299.56%
63,845 $7.19 Million
Q2 2020

Aug 05, 2020
SELL
$94.52 - $125.14 $4.79 Million - $6.34 Million
-50,651 Reduced 76.02%
15,979 $1.8 Million
Q1 2020

May 07, 2020
BUY
$85.17 - $138.52 $1.43 Million - $2.33 Million
16,805 Added 33.73%
66,630 $6.61 Million
Q4 2019

Feb 12, 2020
SELL
$123.85 - $136.67 $151,468 - $167,147
-1,223 Reduced 2.4%
49,825 $6.8 Million
Q3 2019

Nov 06, 2019
BUY
$127.92 - $130.25 $1.21 Million - $1.23 Million
9,470 Added 22.78%
51,048 $6.55 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,039 Added 2.56%
41,578 $5.29 Million
Q1 2019

May 13, 2019
BUY
N/A
1,350 Added 3.44%
40,539 $5.01 Million
Q4 2018

Feb 13, 2019
BUY
N/A
745 Added 1.94%
39,189 $4.35 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-607 Reduced 1.55%
38,444 $4.9 Million
Q2 2018

Aug 14, 2018
BUY
N/A
32,406 Added 487.67%
39,051 $4.74 Million
Q1 2018

May 11, 2018
BUY
N/A
2,597 Added 64.16%
6,645 $797,000
Q4 2017

Feb 14, 2018
SELL
N/A
-2,624 Reduced 39.33%
4,048 $502,000
Q3 2017

Nov 28, 2017
BUY
N/A
2,533 Added 61.2%
6,672 $758,000
Q3 2017

Nov 13, 2017
SELL
N/A
-2,613 Reduced 38.7%
4,139 $490,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,752
6,752 $786,000

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
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 Tiedemann Advisors, LLC Portfolio

Follow Tiedemann 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 Tiedemann Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tiedemann Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email