Blue Chip Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Blue Chip Wealth Advisors LLC

  • $191 Billion
  • Q3 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 5,269 shares of IWD stock, worth $977,557. This represents 0.52% of its overall portfolio holdings.

Number of Shares
5,269
Previous 4,849 8.66%
Holding current value
$977,557
Previous $846 Million 18.21%
% of portfolio
0.52%
Previous 0.5%

Shares

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

Nov 14, 2024
BUY
$173.36 - $189.8 $72,811 - $79,716
420 Added 8.66%
5,269 $1 Billion
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $5,929 - $6,266
-35 Reduced 0.72%
4,849 $846 Million
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $9,063 - $10,030
56 Added 1.16%
4,884 $875 Million
Q4 2023

Mar 15, 2024
BUY
$143.69 - $165.7 $693,735 - $799,999
4,828 New
4,828 $798 Million

Others Institutions Holding IWD

# of Institutions
1,716
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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