Aft, Forsyth & Company, Inc. Ishares Russell 1000 Val ETF Transaction History

Aft, Forsyth & Company, Inc.

  • $174 Million
  • Q1 2024

A detailed history of Aft, Forsyth & Company, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aft, Forsyth & Company, Inc. holds 3,670 shares of IWD stock, worth $655,718. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,670
Previous 3,665 0.14%
Holding current value
$655,718
Previous $605,000 8.6%
% of portfolio
0.38%
Previous 0.38%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $809 - $895
5 Added 0.14%
3,670 $657,000
Q4 2023

Feb 09, 2024
BUY
$143.69 - $165.7 $2,155 - $2,485
15 Added 0.41%
3,665 $605,000
Q2 2023

Aug 14, 2023
SELL
$148.55 - $157.83 $5,199 - $5,524
-35 Reduced 0.95%
3,650 $576,000
Q1 2023

May 02, 2023
SELL
$145.2 - $161.56 $4,791 - $5,331
-33 Reduced 0.89%
3,685 $561,000
Q4 2022

Feb 13, 2023
SELL
$148.0 - $158.99 $2,960 - $3,179
-20 Reduced 0.54%
3,718 $563,000
Q2 2022

Jul 28, 2022
BUY
N/A
6 Added 0.16%
3,738 $542,000
Q1 2022

May 10, 2022
BUY
N/A
5 Added 0.13%
3,732 $619,000
Q4 2021

Feb 07, 2022
SELL
N/A
-26 Reduced 0.69%
3,727 $626,000
Q2 2020

Aug 06, 2020
SELL
N/A
-495 Reduced 11.65%
3,753 $423,000
Q4 2019

Feb 10, 2020
SELL
N/A
-100 Reduced 2.3%
4,248 $580,000
Q2 2019

Jul 29, 2019
SELL
N/A
-35 Reduced 0.8%
4,348 $553,000
Q1 2019

May 08, 2019
SELL
N/A
-210 Reduced 4.57%
4,383 $541,000
Q4 2018

Feb 05, 2019
SELL
N/A
-100 Reduced 2.13%
4,593 $510,000
Q3 2018

Oct 26, 2018
SELL
N/A
-150 Reduced 3.1%
4,693 $594,000
Q4 2017

Feb 12, 2018
BUY
N/A
4,843
4,843 $602,000

Others Institutions Holding IWD

# of Institutions
1,639
Shares Held
250M
Call Options Held
509K
Put Options Held
50K
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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