A detailed history of 180 Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 1,335 shares of IWD stock, worth $261,806. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,335
Previous 1,335 -0.0%
Holding current value
$261,806
Previous $232,000 9.05%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$169.4 - $179.05 $2,202 - $2,327
-13 Reduced 0.96%
1,335 $232,000
Q1 2024

Apr 15, 2024

BUY
$161.84 - $179.11 $647 - $716
4 Added 0.3%
1,348 $241,000
Q4 2023

Jan 24, 2024

SELL
$143.69 - $165.7 $5,029 - $5,799
-35 Reduced 2.54%
1,344 $222,000
Q1 2023

Apr 07, 2023

SELL
$145.2 - $161.56 $2,178 - $2,423
-15 Reduced 1.08%
1,379 $209,000
Q4 2022

Feb 02, 2023

BUY
$136.78 - $158.99 $190,671 - $221,632
1,394 New
1,394 $211,000
Q4 2021

Jan 26, 2022

SELL
$157.12 - $168.08 $9,427 - $10,084
-60 Reduced 4.15%
1,386 $224,000
Q3 2021

Oct 28, 2021

SELL
$154.62 - $164.07 $309 - $328
-2 Reduced 0.14%
1,446 $235,000
Q2 2021

Aug 13, 2021

BUY
$152.86 - $162.4 $5,044 - $5,359
33 Added 2.33%
1,448 $235,000
Q1 2021

May 25, 2021

BUY
$134.89 - $153.0 $190,869 - $216,495
1,415 New
1,415 $226,000
Q1 2020

Apr 09, 2020

SELL
$85.17 - $138.52 $130,310 - $211,935
-1,530 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
$123.85 - $136.67 $189,490 - $209,105
1,530 New
1,530 $210,000
Q1 2019

May 14, 2019

SELL
N/A
-1,708 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
N/A
-38 Reduced 2.18%
1,708 $216,000
Q2 2018

Aug 08, 2018

BUY
N/A
2 Added 0.11%
1,746 $212,000
Q1 2018

Jun 01, 2018

SELL
N/A
-336 Reduced 16.15%
1,744 $208,000
Q4 2017

Feb 13, 2018

BUY
N/A
2,080
2,080 $259,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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