Atlas Capital Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Atlas Capital Advisors LLC

  • $656 Billion
  • Q3 2024

A detailed history of Atlas Capital Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 3,809 shares of IWD stock, worth $753,077. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,809
Previous 2,325 63.83%
Holding current value
$753,077
Previous $406 Million 78.22%
% of portfolio
0.11%
Previous 0.05%

Shares

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

Nov 05, 2024
BUY
$173.36 - $189.8 $257,266 - $281,663
1,484 Added 63.83%
3,809 $723 Million
Q2 2024

Jul 29, 2024
BUY
$169.4 - $179.05 $220,220 - $232,765
1,300 Added 126.83%
2,325 $406 Million
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $145,053 - $156,363
-956 Reduced 48.26%
1,025 $156 Million
Q2 2023

Aug 15, 2023
SELL
$148.55 - $157.83 $97,597 - $103,694
-657 Reduced 24.91%
1,981 $313 Million
Q1 2023

May 16, 2023
SELL
$145.2 - $161.56 $1.21 Million - $1.35 Million
-8,337 Reduced 75.96%
2,638 $402 Million
Q4 2022

Feb 15, 2023
BUY
$136.78 - $158.99 $51,018 - $59,303
373 Added 3.52%
10,975 $1.66 Billion
Q3 2022

Nov 08, 2022
SELL
$135.99 - $161.15 $20,398 - $24,172
-150 Reduced 1.4%
10,602 $1.44 Billion
Q1 2022

May 11, 2022
BUY
$157.15 - $170.51 $102,147 - $110,831
650 Added 6.43%
10,752 $1.78 Billion
Q4 2021

Feb 01, 2022
BUY
$157.12 - $168.08 $8,484 - $9,076
54 Added 0.54%
10,102 $1.7 Billion
Q3 2021

Oct 28, 2021
BUY
$154.62 - $164.07 $1.04 Million - $1.1 Million
6,727 Added 202.56%
10,048 $0
Q2 2021

Jul 30, 2021
BUY
$152.86 - $162.4 $507,648 - $539,330
3,321 New
3,321 $0

Others Institutions Holding IWD

# of Institutions
1,715
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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