Alliance Wealth Management Group Ishares Russell 1000 Val ETF Transaction History

Alliance Wealth Management Group

$383 Million
Q4 2024

A detailed history of Alliance Wealth Management Group transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Alliance Wealth Management Group holds 2,013 shares of IWD stock, worth $389,636. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,013

Previous 2,353 14.45%

Holding current value

$389,636

Previous $446,000 16.59%

% of portfolio

0.1%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$183.23 - $199.79 $62,298 - $67,928	-340 Reduced 14.45%	2,013 $372,000
Q4 2023 Jan 19, 2024	SELL	$143.69 - $165.7 $22,846 - $26,346	-159 Reduced 6.33%	2,353 $388,000
Q2 2021 Aug 13, 2021	SELL	$152.86 - $162.4 $17,426 - $18,513	-114 Reduced 4.34%	2,512 $398,000
Q3 2020 Nov 12, 2020	SELL	$111.27 - $124.26 $13,908 - $15,532	-125 Reduced 4.54%	2,626 $310,000
Q1 2020 May 14, 2020	BUY	$85.17 - $138.52 $13,031 - $21,193	153 Added 5.89%	2,751 $273,000
Q2 2018 Aug 13, 2018	SELL	N/A	-2,803 Reduced 51.9%	2,598 $315,000
Q1 2018 May 21, 2018	BUY	N/A	2,453 Added 83.21%	5,401 $648,000
Q4 2017 Jan 31, 2018	SELL	N/A	-4,784 Reduced 61.87%	2,948 $367,000
Q3 2017 Nov 09, 2017	BUY	N/A	7,732	7,732 $922,000

Others Institutions Holding IWD

# of Institutions

1,835

Shares Held

269M

Call Options Held

703K

Put Options Held

662K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Alliance Wealth Management Group Ishares Russell 1000 Val ETF Transaction History