Advisor Os, LLC Ishares Russell 1000 Val ETF Transaction History

Advisor Os, LLC

  • $844 Million
  • Q4 2024

A detailed history of Advisor Os, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Advisor Os, LLC holds 3,518 shares of IWD stock, worth $680,944. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,518
Previous 3,668 4.09%
Holding current value
$680,944
Previous $696,000 6.47%
% of portfolio
0.08%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$183.23 - $199.79 $27,484 - $29,968
-150 Reduced 4.09%
3,518 $651,000
Q3 2024

Nov 04, 2024
BUY
$173.36 - $189.8 $278,589 - $305,008
1,607 Added 77.97%
3,668 $696,000
Q2 2024

Aug 05, 2024
BUY
$169.4 - $179.05 $14,737 - $15,577
87 Added 4.41%
2,061 $359,000
Q4 2023

Feb 07, 2024
BUY
$143.69 - $165.7 $53,452 - $61,640
372 Added 23.22%
1,974 $326,000
Q3 2023

Nov 02, 2023
BUY
$151.73 - $163.56 $1,365 - $1,472
9 Added 0.56%
1,602 $243,000
Q2 2023

Aug 08, 2023
BUY
$148.55 - $157.83 $26,590 - $28,251
179 Added 12.66%
1,593 $251,000
Q1 2023

Apr 24, 2023
BUY
$145.2 - $161.56 $205,312 - $228,445
1,414 New
1,414 $215,000
Q2 2022

Aug 02, 2022
BUY
$140.99 - $168.41 $2.61 Million - $3.12 Million
18,520 New
18,520 $2.69 Million

Others Institutions Holding IWD

# of Institutions
1,806
Shares Held
264M
Call Options Held
658K
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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