Capital Wealth Planning, LLC Ishares Russell 1000 Val ETF Transaction History

Capital Wealth Planning, LLC

  • $10.6 Billion
  • Q4 2024

A detailed history of Capital Wealth Planning, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 2,150 shares of IWD stock, worth $416,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,150
Holding current value
$416,154
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$183.23 - $199.79 $393,944 - $429,548
2,150 New
2,150 $398,000
Q1 2020

Apr 30, 2020
SELL
$85.17 - $138.52 $304,738 - $495,624
-3,578 Closed
0 $0
Q4 2019

Feb 26, 2020
BUY
$123.85 - $136.67 $8,421 - $9,293
68 Added 1.94%
3,578 $488,000
Q3 2019

Nov 12, 2019
SELL
$127.92 - $130.25 $42,597 - $43,373
-333 Reduced 8.67%
3,510 $454,000
Q2 2019

Aug 02, 2019
BUY
N/A
3,843 New
3,843 $489,000

Others Institutions Holding IWD

# of Institutions
1,835
Shares Held
269M
Call Options Held
703K
Put Options Held
662K
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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