A detailed history of Anchor Investment Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Anchor Investment Management, LLC holds 8,707 shares of IWD stock, worth $1.61 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,707
Previous 8,706 0.01%
Holding current value
$1.61 Million
Previous $1.44 Billion 8.4%
% of portfolio
0.16%
Previous 0.16%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$161.84 - $179.11 $161 - $179
1 Added 0.01%
8,707 $1.56 Billion
Q4 2023

Jan 02, 2024

BUY
$143.69 - $165.7 $1.25 Million - $1.44 Million
8,706 New
8,706 $1.44 Billion
Q3 2023

Jan 02, 2024

SELL
$151.73 - $163.56 $7,586 - $8,178
-50 Reduced 0.55%
9,079 $1.38 Billion
Q2 2023

Jan 02, 2024

SELL
$148.55 - $157.83 $27,333 - $29,040
-184 Reduced 1.98%
9,129 $1.44 Billion
Q1 2023

Jan 02, 2024

BUY
$145.2 - $161.56 $145 - $161
1 Added 0.01%
9,313 $1.42 Billion
Q4 2022

Jan 02, 2024

BUY
$148.0 - $158.99 $89,688 - $96,347
606 Added 6.96%
9,312 $1.41 Billion
Q3 2022

Jan 02, 2024

BUY
N/A
604 Added 6.94%
9,310 $1.27 Billion
Q2 2022

Jan 02, 2024

BUY
N/A
571 Added 6.75%
9,035 $1.31 Billion
Q1 2022

Jan 02, 2024

SELL
N/A
-195 Reduced 2.25%
8,464 $1.4 Billion
Q4 2021

Jan 02, 2024

BUY
N/A
269 Added 3.21%
8,659 $1.45 Billion
Q3 2021

Jan 02, 2024

SELL
N/A
-316 Reduced 3.63%
8,390 $1.31 Billion
Q2 2021

Jan 02, 2024

BUY
N/A
183 Added 2.13%
8,790 $1.39 Billion
Q1 2021

Jan 02, 2024

BUY
N/A
1,065 Added 14.12%
8,607 $1.3 Billion
Q4 2020

Jan 02, 2024

BUY
N/A
5,577 Added 283.82%
7,542 $1.03 Billion
Q3 2020

Jan 02, 2024

SELL
N/A
-6,741 Reduced 77.43%
1,965 $232 Million
Q2 2020

Jan 02, 2024

BUY
N/A
698 Added 93.57%
1,444 $163 Million
Q1 2020

Jan 02, 2024

BUY
N/A
400 Added 115.61%
746 $74 Million
Q3 2019

Jan 02, 2024

SELL
N/A
-8,360 Reduced 96.03%
346 $44.4 Million
Q3 2018

Jan 02, 2024

SELL
N/A
-8,360 Reduced 96.03%
346 $43.8 Million
Q2 2018

Jan 03, 2024

SELL
N/A
-8,360 Reduced 96.03%
346 $42 Million
Q2 2017

Jan 03, 2024

SELL
N/A
-8,360 Reduced 96.03%
346 $40.3 Million
Q2 2016

Jan 03, 2024

SELL
N/A
-8,360
346 $35.7 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Anchor Investment Management, LLC Portfolio

Follow Anchor Investment Management, LLC 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 Anchor Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anchor Investment Management, LLC with notifications on news.