Aaron Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Aaron Wealth Advisors LLC

$854 Million
Q4 2024

A detailed history of Aaron Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 20,677 shares of IWD stock, worth $3.91 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

20,677

Previous 16,747 23.47%

Holding current value

$3.91 Million

Previous $3.18 Million 20.42%

% of portfolio

0.45%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$183.23 - $199.79 $720,093 - $785,174	3,930 Added 23.47%	20,677 $3.83 Million
Q2 2024 Jul 22, 2024	BUY	$169.4 - $179.05 $1.21 Million - $1.28 Million	7,154 Added 74.58%	16,747 $2.92 Million
Q4 2023 Jan 26, 2024	SELL	$143.69 - $165.7 $14,369 - $16,570	-100 Reduced 1.03%	9,593 $1.59 Million
Q1 2023 May 02, 2023	SELL	$145.2 - $161.56 $40,946 - $45,559	-282 Reduced 2.83%	9,693 $1.48 Million
Q4 2022 Jan 24, 2023	BUY	$136.78 - $158.99 $884,145 - $1.03 Million	6,464 Added 184.11%	9,975 $0
Q3 2022 Oct 21, 2022	SELL	$135.99 - $161.15 $70,850 - $83,959	-521 Reduced 12.92%	3,511 $477,000
Q2 2022 Jul 22, 2022	SELL	$140.99 - $168.41 $22.1 Million - $26.4 Million	-156,968 Reduced 97.5%	4,032 $584,000
Q1 2022 May 10, 2022	BUY	$157.15 - $170.51 $25.3 Million - $27.5 Million	161,000 New	161,000 $970,000

Others Institutions Holding IWD

# of Institutions

1,729

Shares Held

255M

Call Options Held

606K

Put Options Held

653K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aaron Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aaron Wealth Advisors LLC with notifications on news.

Account

Aaron Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History