Iams Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,956 shares of IWD stock, worth $545,884. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,956
Previous 3,540 16.5%
Holding current value
$545,884
Previous $672 Million 18.55%
% of portfolio
0.25%
Previous 0.33%

Shares

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

Jan 23, 2025
SELL
$183.23 - $199.79 $107,006 - $116,677
-584 Reduced 16.5%
2,956 $547 Million
Q3 2024

Oct 11, 2024
BUY
$173.36 - $189.8 $18,202 - $19,929
105 Added 3.06%
3,540 $672 Million
Q2 2024

Aug 05, 2024
SELL
$169.4 - $179.05 $136,705 - $144,493
-807 Reduced 19.02%
3,435 $599 Million
Q1 2024

Apr 18, 2024
BUY
$161.84 - $179.11 $686,525 - $759,784
4,242 New
4,242 $724 Million
Q3 2023

Nov 14, 2023
BUY
$151.73 - $163.56 $928,284 - $1 Million
6,118 New
6,118 $929 Million
Q1 2023

Oct 30, 2023
BUY
$145.2 - $161.56 $944,090 - $1.05 Million
6,502 New
6,502 $978 Million

Others Institutions Holding IWD

# of Institutions
1,882
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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