Altium Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Altium Wealth Management LLC holds 6,928 shares of IWD stock, worth $1.25 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,928
Previous 6,946 0.26%
Holding current value
$1.25 Million
Previous $1.15 Million 12.92%
% of portfolio
0.07%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
N/A
-18 Reduced 0.26%
6,928 $1 Million
Q1 2022

May 16, 2022
SELL
N/A
-22 Reduced 0.32%
6,946 $1.15 Million
Q4 2021

Jan 31, 2022
BUY
N/A
691 Added 11.01%
6,968 $1.17 Million
Q1 2021

May 06, 2021
SELL
N/A
-137 Reduced 2.14%
6,277 $951,000
Q4 2020

Feb 04, 2021
BUY
N/A
2,178 Added 51.42%
6,414 $877,000
Q3 2020

Oct 26, 2020
SELL
N/A
-214 Reduced 4.81%
4,236 $500,000
Q2 2020

Jul 31, 2020
SELL
N/A
-1,158 Reduced 20.65%
4,450 $501,000
Q1 2020

Apr 23, 2020
SELL
N/A
-1,909 Reduced 25.4%
5,608 $556,000
Q4 2019

Jan 17, 2020
SELL
N/A
-34 Reduced 0.45%
7,517 $1.03 Million
Q3 2019

Nov 12, 2019
BUY
N/A
83 Added 1.11%
7,551 $968,000
Q2 2019

Jul 18, 2019
SELL
N/A
-188 Reduced 2.46%
7,468 $950,000
Q1 2019

Apr 26, 2019
SELL
N/A
-150 Reduced 1.92%
7,656 $945,000
Q4 2018

Jan 18, 2019
SELL
N/A
-1,851 Reduced 19.17%
7,806 $867,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1,698 Reduced 14.95%
9,657 $1.22 Million
Q2 2018

Aug 14, 2018
BUY
N/A
2,741 Added 31.82%
11,355 $1.38 Million
Q1 2018

Jun 06, 2018
SELL
N/A
-13 Reduced 0.15%
8,614 $1.03 Million
Q4 2017

Jun 01, 2018
BUY
N/A
8,627
8,627 $1.07 Million

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
251M
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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