A detailed history of Regimen Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 4,534 shares of IWD stock, worth $885,898. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,534
Previous 5,220 13.14%
Holding current value
$885,898
Previous $935 Million 15.39%
% of portfolio
0.27%
Previous 0.32%

Shares

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

Aug 14, 2024

SELL
$169.4 - $179.05 $116,208 - $122,828
-686 Reduced 13.14%
4,534 $791 Million
Q1 2024

May 14, 2024

BUY
$161.84 - $179.11 $28,969 - $32,060
179 Added 3.55%
5,220 $935 Million
Q4 2023

Feb 13, 2024

BUY
$143.69 - $165.7 $7,184 - $8,285
50 Added 1.0%
5,041 $833 Million
Q3 2023

Nov 13, 2023

SELL
$151.73 - $163.56 $40,967 - $44,161
-270 Reduced 5.13%
4,991 $758 Million
Q2 2023

Aug 08, 2023

SELL
$148.55 - $157.83 $469,269 - $498,584
-3,159 Reduced 37.52%
5,261 $830 Million
Q1 2023

May 05, 2023

BUY
$145.2 - $161.56 $58,951 - $65,593
406 Added 5.07%
8,420 $1.05 Billion
Q4 2022

Feb 06, 2023

BUY
$136.78 - $158.99 $1.1 Million - $1.27 Million
8,014 New
8,014 $1.22 Billion

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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