Alta Wealth Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Alta Wealth Advisors LLC

  • $219 Million
  • Q3 2024

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 24,928 shares of IWD stock, worth $4.62 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
24,928
Previous 24,471 1.87%
Holding current value
$4.62 Million
Previous $4.27 Million 10.82%
% of portfolio
2.16%
Previous 2.13%

Shares

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

Oct 18, 2024
BUY
$173.36 - $189.8 $79,225 - $86,738
457 Added 1.87%
24,928 $4.73 Million
Q2 2024

Jul 24, 2024
BUY
$169.4 - $179.05 $78,262 - $82,721
462 Added 1.92%
24,471 $4.27 Million
Q1 2024

May 01, 2024
BUY
$161.84 - $179.11 $31,882 - $35,284
197 Added 0.83%
24,009 $4.3 Million
Q4 2023

Feb 12, 2024
SELL
$143.69 - $165.7 $495,155 - $571,002
-3,446 Reduced 12.64%
23,812 $3.93 Million
Q3 2023

Oct 19, 2023
BUY
$151.73 - $163.56 $69,188 - $74,583
456 Added 1.7%
27,258 $4.14 Million
Q2 2023

Jul 17, 2023
BUY
$148.55 - $157.83 $594 - $631
4 Added 0.01%
26,802 $4.23 Million
Q1 2023

Apr 21, 2023
BUY
$145.2 - $161.56 $1,016 - $1,130
7 Added 0.03%
26,798 $4.08 Million
Q4 2022

Jan 20, 2023
SELL
$136.78 - $158.99 $106,278 - $123,535
-777 Reduced 2.82%
26,791 $0
Q3 2022

Oct 17, 2022
BUY
$135.99 - $161.15 $21,350 - $25,300
157 Added 0.57%
27,568 $3.75 Million
Q2 2022

Jul 28, 2022
BUY
$140.99 - $168.41 $158,613 - $189,461
1,125 Added 4.28%
27,411 $3.97 Million
Q1 2022

Apr 27, 2022
SELL
$157.15 - $170.51 $111,890 - $121,403
-712 Reduced 2.64%
26,286 $4.36 Million
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $39,280 - $42,020
-250 Reduced 0.92%
26,998 $4.53 Million
Q3 2021

Oct 13, 2021
BUY
$154.62 - $164.07 $18,245 - $19,360
118 Added 0.43%
27,248 $4.27 Million
Q2 2021

Aug 02, 2021
SELL
$152.86 - $162.4 $30,877 - $32,804
-202 Reduced 0.74%
27,130 $4.3 Million
Q1 2021

Apr 20, 2021
BUY
$134.89 - $153.0 $34,801 - $39,474
258 Added 0.95%
27,332 $4.14 Million
Q4 2020

Feb 08, 2021
BUY
$115.84 - $136.73 $3.14 Million - $3.7 Million
27,074 New
27,074 $3.7 Million

Others Institutions Holding IWD

# of Institutions
1,716
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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