Aprio Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Aprio Wealth Management, LLC

  • $514 Million
  • Q2 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 17,003 shares of IWD stock, worth $3.06 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
17,003
Previous 17,059 0.33%
Holding current value
$3.06 Million
Previous $3.06 Million 2.91%
% of portfolio
0.58%
Previous 0.63%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$169.4 - $179.05 $9,486 - $10,026
-56 Reduced 0.33%
17,003 $2.97 Million
Q1 2024

Apr 10, 2024
BUY
$161.84 - $179.11 $37,546 - $41,553
232 Added 1.38%
17,059 $3.06 Million
Q4 2023

Jan 17, 2024
BUY
$143.69 - $165.7 $25,145 - $28,997
175 Added 1.05%
16,827 $2.78 Million
Q2 2023

Jul 13, 2023
SELL
$148.55 - $157.83 $13,072 - $13,889
-88 Reduced 0.53%
16,652 $2.63 Million
Q1 2023

Apr 14, 2023
SELL
$145.2 - $161.56 $165,237 - $183,855
-1,138 Reduced 6.37%
16,740 $2.55 Million
Q4 2022

Jan 11, 2023
BUY
$148.0 - $158.99 $888 - $953
6 Added 0.03%
17,878 $0
Q3 2022

Oct 13, 2022
BUY
N/A
502 Added 2.89%
17,872 $2.43 Million
Q2 2022

Jul 26, 2022
SELL
N/A
-17 Reduced 0.1%
17,370 $2.52 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-193 Reduced 1.1%
17,387 $2.92 Million
Q3 2021

Oct 14, 2021
BUY
N/A
490 Added 2.87%
17,580 $2.75 Million
Q2 2021

Jul 23, 2021
BUY
N/A
1,326 Added 8.41%
17,090 $2.71 Million
Q4 2020

Jan 11, 2021
SELL
N/A
-586 Reduced 3.58%
15,764 $2.16 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-922 Reduced 5.34%
16,350 $1.93 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-36 Reduced 0.21%
17,272 $1.95 Million
Q1 2020

Apr 16, 2020
SELL
N/A
-24,402 Reduced 58.5%
17,308 $1.72 Million
Q4 2019

Feb 14, 2020
BUY
N/A
41,710 New
41,710 $5.69 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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