Bt Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Bt Wealth Management LLC

  • $356 Million
  • Q2 2022

A detailed history of Bt Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bt Wealth Management LLC holds 9,359 shares of IWD stock, worth $1.73 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
9,359
Previous 11,284 17.06%
Holding current value
$1.73 Million
Previous $1.64 Million 17.26%
% of portfolio
0.38%
Previous 0.45%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022
SELL
N/A
-1,925 Reduced 17.06%
9,359 $1.36 Million
Q2 2022

Jul 15, 2022
BUY
N/A
1,925 Added 20.57%
11,284 $1.64 Million
Q3 2021

Nov 01, 2021
SELL
N/A
-2,805 Reduced 23.06%
9,359 $1.47 Million
Q2 2021

Jul 28, 2021
BUY
N/A
4 Added 0.03%
12,164 $1.93 Million
Q1 2021

May 06, 2021
SELL
N/A
-65 Reduced 0.53%
12,160 $1.84 Million
Q4 2020

Feb 04, 2021
BUY
N/A
2 Added 0.02%
12,225 $1.67 Million
Q3 2020

Oct 23, 2020
BUY
N/A
3 Added 0.02%
12,223 $1.44 Million
Q2 2020

Jul 21, 2020
SELL
N/A
-591 Reduced 4.61%
12,220 $1.38 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-991 Reduced 7.18%
12,811 $1.27 Million
Q4 2019

Jan 13, 2020
BUY
N/A
7 Added 0.05%
13,802 $1.88 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-2,077 Reduced 13.09%
13,795 $1.71 Million
Q1 2019

Apr 15, 2019
SELL
N/A
-598 Reduced 3.63%
15,872 $1.96 Million
Q4 2018

Feb 15, 2019
BUY
N/A
16,470 New
16,470 $2 Million

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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