Willow Creek Wealth Management Inc. Ishares Russell 1000 Val ETF Transaction History

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 4,635 shares of IWD stock, worth $892,886. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,635
Previous 4,708 1.55%
Holding current value
$892,886
Previous $777,000 10.42%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Feb 14, 2025
SELL
$183.23 - $199.79 $13,375 - $14,584
-73 Reduced 1.55%
4,635 $858,000
Q3 2023

Nov 20, 2023
SELL
$151.73 - $163.56 $21,393 - $23,061
-141 Reduced 2.91%
4,708 $714,000
Q2 2022

Aug 16, 2022
BUY
$140.99 - $168.41 $6,908 - $8,252
49 Added 1.02%
4,849 $703,000
Q3 2021

Nov 15, 2021
SELL
$154.62 - $164.07 $29,068 - $30,845
-188 Reduced 3.77%
4,800 $751,000
Q2 2021

Nov 16, 2021
BUY
$152.86 - $162.4 $1,528 - $1,624
10 Added 0.2%
4,988 $791,000
Q4 2020

Feb 23, 2021
BUY
$115.84 - $136.73 $31,045 - $36,643
268 Added 5.69%
4,978 $681,000
Q1 2020

May 07, 2020
SELL
$85.17 - $138.52 $69,754 - $113,447
-819 Reduced 14.81%
4,710 $467,000
Q4 2019

Feb 03, 2020
SELL
$123.85 - $136.67 $3,591 - $3,963
-29 Reduced 0.52%
5,529 $755,000
Q3 2019

Oct 15, 2019
SELL
$127.92 - $130.25 $7,035 - $7,163
-55 Reduced 0.98%
5,558 $713,000
Q4 2018

Jan 31, 2019
BUY
N/A
428 Added 8.25%
5,613 $623,000
Q3 2018

Oct 16, 2018
SELL
N/A
-259 Reduced 4.76%
5,185 $657,000
Q2 2018

Jul 17, 2018
BUY
N/A
259 Added 5.0%
5,444 $661,000
Q1 2018

Apr 26, 2018
BUY
N/A
5,185 New
5,185 $622,000

Others Institutions Holding IWD

# of Institutions
1,871
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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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