Gilliland Jeter Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Gilliland Jeter Wealth Management LLC

  • $287 Billion
  • Q3 2024

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 12,558 shares of IWD stock, worth $2.42 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
12,558
Previous 12,600 0.33%
Holding current value
$2.42 Million
Previous $2.2 Billion 2.32%
% of portfolio
0.78%
Previous 0.74%

Shares

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

Oct 18, 2024
BUY
$173.36 - $189.8 $68,303 - $74,781
394 Added 3.14%
12,952 $2.46 Billion
Q3 2024

Oct 17, 2024
SELL
$173.36 - $189.8 $7,281 - $7,971
-42 Reduced 0.33%
12,558 $2.25 Billion
Q2 2024

Jul 24, 2024
BUY
$169.4 - $179.05 $7,114 - $7,520
42 Added 0.33%
12,600 $2.2 Billion
Q1 2024

May 02, 2024
BUY
$161.84 - $179.11 $2,265 - $2,507
14 Added 0.11%
12,558 $2.25 Billion
Q4 2023

Feb 02, 2024
BUY
$143.69 - $165.7 $1.8 Million - $2.08 Million
12,544 New
12,544 $2.07 Billion

Others Institutions Holding IWD

# of Institutions
1,714
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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