Aj Wealth Strategies, LLC Ishares Russell 1000 Val ETF Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 4,462 shares of IWD stock, worth $882,182. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,462
Previous 4,462 -0.0%
Holding current value
$882,182
Previous $679,000 3.68%
% of portfolio
0.03%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 25, 2023
BUY
$136.78 - $158.99 $410 - $476
3 Added 0.07%
4,462 $677,000
Q3 2022

Oct 27, 2022
SELL
$135.99 - $161.15 $5,439 - $6,446
-40 Reduced 0.89%
4,459 $606,000
Q1 2022

May 13, 2022
SELL
$157.15 - $170.51 $228,181 - $247,580
-1,452 Reduced 24.4%
4,499 $747,000
Q4 2021

Jan 26, 2022
BUY
$157.12 - $168.08 $32,052 - $34,288
204 Added 3.55%
5,951 $999,000
Q2 2021

Aug 16, 2021
SELL
$152.86 - $162.4 $164,783 - $175,067
-1,078 Reduced 15.79%
5,747 $912,000
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $695 - $820
6 Added 0.09%
6,825 $933,000
Q3 2020

Nov 16, 2020
SELL
$111.27 - $124.26 $174,693 - $195,088
-1,570 Reduced 18.71%
6,819 $806,000
Q2 2020

Aug 14, 2020
BUY
$94.52 - $125.14 $125,995 - $166,811
1,333 Added 18.89%
8,389 $945,000
Q3 2018

Nov 15, 2018
BUY
N/A
4,295 Added 155.56%
7,056 $893,000
Q2 2018

Jul 19, 2018
BUY
N/A
2,761 New
2,761 $335,000
Q1 2018

Jul 19, 2018
SELL
N/A
-4,791 Closed
0 $0
Q4 2017

Jul 19, 2018
BUY
N/A
4,791
4,791 $596,000

Others Institutions Holding IWD

# of Institutions
1,715
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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