Avondale Wealth Management Ishares Russell 1000 Val ETF Transaction History

Avondale Wealth Management

  • $144 Million
  • Q2 2024

A detailed history of Avondale Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Avondale Wealth Management holds 828 shares of IWD stock, worth $152,708. This represents 0.1% of its overall portfolio holdings.

Number of Shares
828
Previous 1,454 43.05%
Holding current value
$152,708
Previous $260,000 44.62%
% of portfolio
0.1%
Previous 0.18%

Shares

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

Jul 12, 2024
SELL
$169.4 - $179.05 $106,044 - $112,085
-626 Reduced 43.05%
828 $144,000
Q4 2023

Jan 10, 2024
SELL
$143.69 - $165.7 $33,767 - $38,939
-235 Reduced 13.91%
1,454 $240,000
Q2 2023

Jul 06, 2023
SELL
$148.55 - $157.83 $36,691 - $38,984
-247 Reduced 12.76%
1,689 $266,000
Q2 2022

Jul 11, 2022
SELL
N/A
-335 Reduced 14.75%
1,936 $281,000
Q4 2017

Apr 27, 2018
BUY
N/A
2,271
2,271 $282,000

Others Institutions Holding IWD

# of Institutions
1,638
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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