A detailed history of Activest Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Activest Wealth Management holds 1,368 shares of IWD stock, worth $270,467. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,368
Previous 1,396 2.01%
Holding current value
$270,467
Previous $243,000 6.58%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024

SELL
$173.36 - $189.8 $4,854 - $5,314
-28 Reduced 2.01%
1,368 $259,000
Q2 2024

Jul 30, 2024

BUY
$169.4 - $179.05 $172,279 - $182,093
1,017 Added 268.34%
1,396 $243,000
Q4 2023

Jan 19, 2024

BUY
$143.69 - $165.7 $718 - $828
5 Added 1.34%
379 $62,000
Q3 2023

Oct 10, 2023

BUY
$151.73 - $163.56 $56,747 - $61,171
374 New
374 $56,000
Q1 2023

Apr 18, 2023

BUY
$145.2 - $161.56 $54,159 - $60,261
373 New
373 $56,000
Q3 2022

Oct 13, 2022

SELL
$135.99 - $161.15 $71,802 - $85,087
-528 Closed
0 $0
Q2 2022

Jul 15, 2022

BUY
$140.99 - $168.41 $23,122 - $27,619
164 Added 45.05%
528 $77,000
Q1 2022

Apr 26, 2022

BUY
$157.15 - $170.51 $157 - $170
1 Added 0.28%
364 $60,000
Q4 2021

Jan 13, 2022

BUY
$157.12 - $168.08 $314 - $336
2 Added 0.55%
363 $61,000
Q3 2021

Oct 12, 2021

BUY
$154.62 - $164.07 $309 - $328
2 Added 0.56%
361 $57,000
Q2 2021

Sep 20, 2021

BUY
$152.86 - $162.4 $152 - $162
1 Added 0.28%
359 $57,000
Q1 2021

Sep 20, 2021

BUY
$134.89 - $153.0 $48,290 - $54,774
358 New
358 $54,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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