Bartlett & Co. Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,305 shares of IWD stock, worth $429,905. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,305
Previous 2,165 6.47%
Holding current value
$429,905
Previous $378 Million 15.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024
BUY
$173.36 - $189.8 $24,270 - $26,572
140 Added 6.47%
2,305 $437 Million
Q1 2024

May 09, 2024
SELL
$161.84 - $179.11 $3,236 - $3,582
-20 Reduced 0.92%
2,165 $388 Million
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $19,829 - $22,866
138 Added 6.74%
2,185 $362 Million
Q3 2023

Feb 14, 2024
BUY
$151.73 - $163.56 $14,110 - $15,211
93 Added 4.76%
2,047 $313 Million
Q2 2023

Feb 14, 2024
SELL
$148.55 - $157.83 $25,550 - $27,146
-172 Reduced 8.09%
1,954 $308 Million
Q1 2023

Feb 14, 2024
SELL
$145.2 - $161.56 $2,178 - $2,423
-15 Reduced 0.7%
2,126 $324 Million
Q4 2022

Feb 14, 2024
BUY
$136.78 - $158.99 $109,697 - $127,509
802 Added 59.9%
2,141 $325 Million
Q1 2022

Feb 14, 2024
BUY
$157.15 - $170.51 $10,214 - $11,083
65 Added 5.1%
1,339 $222 Million
Q3 2021

Feb 13, 2024
BUY
$154.62 - $164.07 $6,339 - $6,726
41 Added 3.33%
1,274 $199 Million
Q2 2021

Feb 13, 2024
BUY
$152.86 - $162.4 $12,840 - $13,641
84 Added 7.31%
1,233 $196 Million
Q2 2020

Feb 13, 2024
SELL
$94.52 - $125.14 $15,879 - $21,023
-168 Reduced 12.76%
1,149 $129 Million
Q1 2020

Feb 13, 2024
SELL
$85.17 - $138.52 $52,464 - $85,328
-616 Reduced 31.87%
1,317 $131 Million
Q4 2019

Feb 13, 2024
BUY
$123.85 - $136.67 $131,528 - $145,143
1,062 Added 121.93%
1,933 $264 Million
Q4 2018

Feb 13, 2024
BUY
N/A
871 New
871 $96.7 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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