Traverso Chambers Private Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 39,159 shares of IWD stock, worth $7.35 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
39,159
Previous 37,869 3.41%
Holding current value
$7.35 Million
Previous $5.75 Million 12.56%
% of portfolio
1.57%
Previous 1.54%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
BUY
$143.69 - $165.7 $185,360 - $213,752
1,290 Added 3.41%
39,159 $6.47 Million
Q3 2023

Oct 26, 2023
BUY
$151.73 - $163.56 $128,818 - $138,862
849 Added 2.29%
37,869 $5.75 Million
Q2 2023

Jul 13, 2023
BUY
$148.55 - $157.83 $54,666 - $58,081
368 Added 1.0%
37,020 $5.84 Million
Q1 2023

Apr 12, 2023
SELL
$145.2 - $161.56 $154,347 - $171,738
-1,063 Reduced 2.82%
36,652 $5.58 Million
Q4 2022

Jan 27, 2023
BUY
$136.78 - $158.99 $95,609 - $111,134
699 Added 1.89%
37,715 $5.72 Million
Q3 2022

Oct 12, 2022
BUY
$135.99 - $161.15 $19,446 - $23,044
143 Added 0.39%
37,016 $5.03 Million
Q2 2022

Jul 13, 2022
BUY
$140.99 - $168.41 $103,486 - $123,612
734 Added 2.03%
36,873 $5.35 Million
Q1 2022

Apr 13, 2022
BUY
$157.15 - $170.51 $110,005 - $119,357
700 Added 1.98%
36,139 $6 Million
Q4 2021

Jan 19, 2022
BUY
$157.12 - $168.08 $144,707 - $154,801
921 Added 2.67%
35,439 $5.95 Million
Q3 2021

Oct 08, 2021
BUY
$154.62 - $164.07 $94,936 - $100,738
614 Added 1.81%
34,518 $5.4 Million
Q2 2021

Aug 12, 2021
BUY
$152.86 - $162.4 $182,820 - $194,230
1,196 Added 3.66%
33,904 $5.38 Million
Q1 2021

Apr 15, 2021
SELL
$134.89 - $153.0 $47,076 - $53,397
-349 Reduced 1.06%
32,708 $4.96 Million
Q4 2020

Jan 19, 2021
BUY
$115.84 - $136.73 $346,245 - $408,685
2,989 Added 9.94%
33,057 $4.52 Million
Q3 2020

Oct 20, 2020
BUY
$111.27 - $124.26 $45,843 - $51,195
412 Added 1.39%
30,068 $3.55 Million
Q2 2020

Jul 09, 2020
SELL
$94.52 - $125.14 $190,552 - $252,282
-2,016 Reduced 6.37%
29,656 $3.34 Million
Q1 2020

Apr 10, 2020
BUY
$85.17 - $138.52 $477,548 - $776,681
5,607 Added 21.51%
31,672 $3.14 Million
Q4 2019

Jan 09, 2020
SELL
$123.85 - $136.67 $13,623 - $15,033
-110 Reduced 0.42%
26,065 $3.56 Million
Q3 2019

Oct 31, 2019
BUY
$127.92 - $130.25 $4,349 - $4,428
34 Added 0.13%
26,175 $3.36 Million
Q2 2019

Jul 17, 2019
BUY
N/A
3,062 Added 13.27%
26,141 $3.35 Million
Q1 2019

Apr 10, 2019
BUY
N/A
1,290 Added 5.92%
23,079 $2.85 Million
Q4 2018

Feb 12, 2019
BUY
N/A
21,789 New
21,789 $2.42 Million

Others Institutions Holding IWD

# of Institutions
1,670
Shares Held
257M
Call Options Held
229K
Put Options Held
19.7K
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 Traverso Chambers Private Wealth Management, LLC Portfolio

Follow Traverso Chambers Private 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 Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email