American Institute For Advanced Investment Management, LLP Ishares Russell 1000 Val ETF Transaction History

American Institute For Advanced Investment Management, LLP

  • $134 Million
  • Q1 2025

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 33,295 shares of IWD stock, worth $6.01 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares
33,295
Previous 32,820 1.45%
Holding current value
$6.01 Million
Previous $6.08 Million 2.07%
% of portfolio
4.64%
Previous 4.56%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$182.82 - $196.21 $86,839 - $93,199
475 Added 1.45%
33,295 $6.2 Million
Q4 2024

Jan 23, 2025
SELL
$183.23 - $199.79 $134,490 - $146,645
-734 Reduced 2.19%
32,820 $6.08 Million
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

# of Institutions
1,883
Shares Held
288M
Call Options Held
1.31M
Put Options Held
1.09M
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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