Baron Financial Group, LLC Ishares Russell 1000 Val ETF Transaction History

Baron Financial Group, LLC

  • $157 Million
  • Q2 2024

A detailed history of Baron Financial Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Baron Financial Group, LLC holds 12,744 shares of IWD stock, worth $2.42 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
12,744
Previous 13,029 2.19%
Holding current value
$2.42 Million
Previous $2.33 Million 4.71%
% of portfolio
1.41%
Previous 1.44%

Shares

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

Jul 22, 2024
SELL
$169.4 - $179.05 $48,279 - $51,029
-285 Reduced 2.19%
12,744 $2.22 Million
Q1 2024

Apr 30, 2024
SELL
$161.84 - $179.11 $157,794 - $174,632
-975 Reduced 6.96%
13,029 $2.33 Million
Q4 2023

Jan 22, 2024
SELL
$143.69 - $165.7 $86,214 - $99,420
-600 Reduced 4.11%
14,004 $2.31 Million
Q3 2023

Oct 19, 2023
SELL
$151.73 - $163.56 $44,760 - $48,250
-295 Reduced 1.98%
14,604 $2.22 Million
Q2 2023

Aug 03, 2023
SELL
$148.55 - $157.83 $134,586 - $142,993
-906 Reduced 5.73%
14,899 $2.35 Million
Q1 2023

Apr 06, 2023
SELL
$145.2 - $161.56 $231,013 - $257,041
-1,591 Reduced 9.15%
15,805 $2.41 Million
Q4 2022

Jan 20, 2023
BUY
$136.78 - $158.99 $17,644 - $20,509
129 Added 0.75%
17,396 $0
Q3 2022

Nov 03, 2022
SELL
$135.99 - $161.15 $13,599 - $16,115
-100 Reduced 0.58%
17,267 $2.35 Million
Q2 2022

Aug 11, 2022
SELL
$140.99 - $168.41 $21,148 - $25,261
-150 Reduced 0.86%
17,367 $0
Q1 2022

May 13, 2022
SELL
$157.15 - $170.51 $42,430 - $46,037
-270 Reduced 1.52%
17,517 $0
Q4 2021

Feb 09, 2022
SELL
$157.12 - $168.08 $33,780 - $36,137
-215 Reduced 1.19%
17,787 $0
Q3 2021

Nov 12, 2021
SELL
$154.62 - $164.07 $57,982 - $61,526
-375 Reduced 2.04%
18,002 $0
Q2 2021

Aug 06, 2021
SELL
$152.86 - $162.4 $117,702 - $125,048
-770 Reduced 4.02%
18,377 $0
Q1 2021

May 13, 2021
SELL
$134.89 - $153.0 $82,282 - $93,330
-610 Reduced 3.09%
19,147 $2.9 Billion
Q4 2020

Feb 09, 2021
SELL
$115.84 - $136.73 $71,820 - $84,772
-620 Reduced 3.04%
19,757 $2.7 Billion
Q3 2020

Nov 13, 2020
BUY
$111.27 - $124.26 $2.27 Million - $2.53 Million
20,377 New
20,377 $0

Others Institutions Holding IWD

# of Institutions
1,640
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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