A detailed history of Blue Chip Wealth Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 4,849 shares of IWD stock, worth $944,633. This represents 0.5% of its overall portfolio holdings.

Number of Shares
4,849
Previous 4,884 0.72%
Holding current value
$944,633
Previous $875 Million 3.29%
% of portfolio
0.5%
Previous 0.56%

Shares

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

Aug 12, 2024

SELL
$169.4 - $179.05 $5,929 - $6,266
-35 Reduced 0.72%
4,849 $846 Million
Q1 2024

Apr 30, 2024

BUY
$161.84 - $179.11 $9,063 - $10,030
56 Added 1.16%
4,884 $875 Million
Q4 2023

Mar 15, 2024

BUY
$143.69 - $165.7 $693,735 - $799,999
4,828 New
4,828 $798 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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