Aveo Capital Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Aveo Capital Partners, LLC

  • $910 Million
  • Q3 2024

A detailed history of Aveo Capital Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 3,490 shares of IWD stock, worth $658,807. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,490
Previous 26,154 86.66%
Holding current value
$658,807
Previous $4.56 Million 85.49%
% of portfolio
0.07%
Previous 0.54%

Shares

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

Nov 12, 2024
SELL
$173.36 - $189.8 $3.93 Million - $4.3 Million
-22,664 Reduced 86.66%
3,490 $662,000
Q2 2024

Aug 02, 2024
BUY
$169.4 - $179.05 $4.02 Million - $4.25 Million
23,758 Added 991.57%
26,154 $4.56 Million
Q1 2024

May 06, 2024
BUY
$161.84 - $179.11 $387,768 - $429,147
2,396 New
2,396 $429,000
Q2 2022

Aug 05, 2022
SELL
$140.99 - $168.41 $217,406 - $259,688
-1,542 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $9,900 - $10,742
63 Added 4.26%
1,542 $256,000
Q4 2021

Feb 11, 2022
BUY
$157.12 - $168.08 $232,380 - $248,590
1,479 New
1,479 $248,000
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $5.07 Million - $5.38 Million
-32,790 Closed
0 $0
Q2 2021

Aug 13, 2021
BUY
$152.86 - $162.4 $5.01 Million - $5.33 Million
32,790 New
32,790 $5.2 Million
Q4 2019

Feb 06, 2020
SELL
$123.85 - $136.67 $2.82 Million - $3.11 Million
-22,785 Closed
0 $0
Q3 2019

Nov 07, 2019
BUY
$127.92 - $130.25 $2.91 Million - $2.97 Million
22,785 New
22,785 $3.02 Million
Q1 2018

May 11, 2018
SELL
N/A
-62,944 Closed
0 $0
Q4 2017

Feb 05, 2018
SELL
N/A
-1,675 Reduced 2.59%
62,944 $7.83 Million
Q3 2017

Nov 14, 2017
BUY
N/A
64,619
64,619 $7.66 Million

Others Institutions Holding IWD

# of Institutions
1,716
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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