Philip James Wealth Mangement, LLC Ishares Russell 1000 Val ETF Transaction History

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 2,125 shares of IWD stock, worth $393,401. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,125
Previous 2,114 0.52%
Holding current value
$393,401
Previous $369 Million 9.37%
% of portfolio
0.05%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$173.36 - $189.8 $1,906 - $2,087
11 Added 0.52%
2,125 $403 Million
Q2 2024

Jul 23, 2024
BUY
$169.4 - $179.05 $1,524 - $1,611
9 Added 0.43%
2,114 $369 Million
Q1 2024

Apr 29, 2024
BUY
$161.84 - $179.11 $1,456 - $1,611
9 Added 0.43%
2,105 $377 Million
Q4 2023

Jan 29, 2024
BUY
$143.69 - $165.7 $301,174 - $347,307
2,096 New
2,096 $346 Million

Others Institutions Holding IWD

# of Institutions
1,717
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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