A detailed history of American Institute For Advanced Investment Management, LLP transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, American Institute For Advanced Investment Management, LLP holds 33,554 shares of IWD stock, worth $6.23 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares
33,554
Previous 33,956 1.18%
Holding current value
$6.23 Million
Previous $5.92 Million 7.49%
% of portfolio
4.53%
Previous 4.57%

Shares

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

Oct 22, 2024

SELL
$173.36 - $189.8 $69,690 - $76,299
-402 Reduced 1.18%
33,554 $6.37 Million
Q2 2024

Jul 23, 2024

SELL
$169.4 - $179.05 $9,317 - $9,847
-55 Reduced 0.16%
33,956 $5.92 Million
Q1 2024

Apr 22, 2024

SELL
$161.84 - $179.11 $22,010 - $24,358
-136 Reduced 0.4%
34,011 $6.09 Million
Q4 2023

Jan 23, 2024

BUY
$143.69 - $165.7 $10,920 - $12,593
76 Added 0.22%
34,147 $5.64 Million
Q3 2023

Oct 31, 2023

BUY
$151.73 - $163.56 $140,046 - $150,965
923 Added 2.78%
34,071 $5.17 Million
Q2 2023

Jul 26, 2023

BUY
$148.55 - $157.83 $199,502 - $211,965
1,343 Added 4.22%
33,148 $5.23 Million
Q1 2023

Apr 28, 2023

SELL
$145.2 - $161.56 $272,830 - $303,571
-1,879 Reduced 5.58%
31,805 $4.84 Million
Q4 2022

Jan 19, 2023

SELL
$136.78 - $158.99 $82,615 - $96,029
-604 Reduced 1.76%
33,684 $0
Q3 2022

Oct 25, 2022

BUY
$135.99 - $161.15 $123,750 - $146,646
910 Added 2.73%
34,288 $4.66 Million
Q2 2022

Jul 21, 2022

SELL
$140.99 - $168.41 $39,336 - $46,986
-279 Reduced 0.83%
33,378 $4.84 Million
Q1 2022

Apr 20, 2022

BUY
$157.15 - $170.51 $241,382 - $261,903
1,536 Added 4.78%
33,657 $5.59 Million
Q4 2021

Feb 10, 2022

SELL
$157.12 - $168.08 $105,898 - $113,285
-674 Reduced 2.06%
32,121 $5.39 Million
Q3 2021

Oct 19, 2021

BUY
$154.62 - $164.07 $207,036 - $219,689
1,339 Added 4.26%
32,795 $5.13 Million
Q2 2021

Jul 20, 2021

BUY
$152.86 - $162.4 $227,914 - $242,138
1,491 Added 4.98%
31,456 $4.99 Million
Q1 2021

May 18, 2021

BUY
$134.89 - $153.0 $570,045 - $646,578
4,226 Added 16.42%
29,965 $4.54 Million
Q4 2020

Jan 28, 2021

BUY
$115.84 - $136.73 $321,340 - $379,289
2,774 Added 12.08%
25,739 $3.52 Million
Q3 2020

Oct 07, 2020

BUY
$111.27 - $124.26 $154,331 - $172,348
1,387 Added 6.43%
22,965 $2.71 Million
Q2 2020

Jul 20, 2020

SELL
$94.52 - $125.14 $183,841 - $243,397
-1,945 Reduced 8.27%
21,578 $2.43 Million
Q1 2020

Apr 22, 2020

BUY
$85.17 - $138.52 $14,478 - $23,548
170 Added 0.73%
23,523 $2.33 Million
Q4 2019

Mar 19, 2020

BUY
$123.85 - $136.67 $2.89 Million - $3.19 Million
23,353 New
23,353 $3.19 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track American Institute For Advanced Investment Management, LLP Portfolio

Follow American Institute For Advanced Investment Management, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Institute For Advanced Investment Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on American Institute For Advanced Investment Management, LLP with notifications on news.