Transform Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 1,318 shares of IWD stock, worth $255,112. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,318
Previous 1,515 13.0%
Holding current value
$255,112
Previous $287,000 14.98%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 16, 2025
SELL
$183.23 - $199.79 $36,096 - $39,358
-197 Reduced 13.0%
1,318 $244,000
Q1 2024

Apr 15, 2024
SELL
$161.84 - $179.11 $35,604 - $39,404
-220 Reduced 12.68%
1,515 $271,000
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $84,058 - $90,612
-554 Reduced 24.2%
1,735 $263,000
Q2 2023

Jul 13, 2023
SELL
$148.55 - $157.83 $130,724 - $138,890
-880 Reduced 27.77%
2,289 $361,000
Q1 2023

Apr 14, 2023
BUY
$145.2 - $161.56 $80,440 - $89,504
554 Added 21.19%
3,169 $482,000
Q4 2022

Jan 12, 2023
SELL
$136.78 - $158.99 $24,073 - $27,982
-176 Reduced 6.31%
2,615 $0
Q3 2022

Oct 21, 2022
SELL
$135.99 - $161.15 $49,636 - $58,819
-365 Reduced 11.57%
2,791 $380,000
Q2 2022

Jul 15, 2022
BUY
$140.99 - $168.41 $33,837 - $40,418
240 Added 8.23%
3,156 $457,000
Q1 2022

Apr 25, 2022
BUY
$157.15 - $170.51 $314 - $341
2 Added 0.07%
2,916 $484,000
Q4 2021

Jan 26, 2022
SELL
$157.12 - $168.08 $18,225 - $19,497
-116 Reduced 3.83%
2,914 $489,000
Q3 2021

Oct 15, 2021
SELL
$154.62 - $164.07 $21,337 - $22,641
-138 Reduced 4.36%
3,030 $474,000
Q2 2021

Jul 20, 2021
BUY
$152.86 - $162.4 $484,260 - $514,483
3,168 New
3,168 $503,000
Q4 2020

Jan 20, 2021
SELL
$115.84 - $136.73 $391,307 - $461,873
-3,378 Closed
0 $0
Q3 2020

Oct 21, 2020
BUY
$111.27 - $124.26 $222 - $248
2 Added 0.06%
3,378 $399,000
Q2 2020

Jul 22, 2020
BUY
$94.52 - $125.14 $28,356 - $37,542
300 Added 9.75%
3,376 $380,000
Q1 2020

Apr 30, 2020
SELL
$85.17 - $138.52 $1,788 - $2,908
-21 Reduced 0.68%
3,076 $305,000
Q4 2019

Jan 24, 2020
BUY
$123.85 - $136.67 $58,085 - $64,098
469 Added 17.85%
3,097 $423,000
Q2 2019

Jul 30, 2019
BUY
N/A
2 Added 0.08%
2,628 $334,000
Q3 2017

Oct 19, 2017
BUY
N/A
2,626
2,626 $311,000

Others Institutions Holding IWD

# of Institutions
1,815
Shares Held
265M
Call Options Held
658K
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
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