West Financial Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,070 shares of IWD stock, worth $208,093. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,070
Previous 351 204.84%
Holding current value
$208,093
Previous $66,000 200.0%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Jan 14, 2025
BUY
$183.23 - $199.79 $131,742 - $143,649
719 Added 204.84%
1,070 $198,000
Q4 2023

Jan 11, 2024
SELL
$143.69 - $165.7 $5,747 - $6,628
-40 Reduced 10.23%
351 $58,000
Q4 2021

Jan 19, 2022
BUY
$157.12 - $168.08 $33,466 - $35,801
213 Added 119.66%
391 $66,000
Q2 2021

Jul 27, 2021
BUY
$152.86 - $162.4 $4,891 - $5,196
32 Added 21.92%
178 $28,000
Q4 2020

Feb 02, 2021
BUY
$115.84 - $136.73 $16,912 - $19,962
146 New
146 $16 Million

Others Institutions Holding IWD

# of Institutions
1,852
Shares Held
277M
Call Options Held
1.29M
Put Options Held
1.1M
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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