Carson Allaria Wealth Management, Ltd. Ishares Russell 1000 Val ETF Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 98 shares of IWD stock, worth $18,935. This represents 0.01% of its overall portfolio holdings.

Number of Shares
98
Previous 97 1.03%
Holding current value
$18,935
Previous $18,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 27, 2025
BUY
$183.23 - $199.79 $183 - $199
1 Added 1.03%
98 $18,000
Q2 2024

Jul 22, 2024
BUY
$169.4 - $179.05 $169 - $179
1 Added 1.04%
97 $16,000
Q1 2024

May 07, 2024
SELL
$161.84 - $179.11 $13,109 - $14,507
-81 Reduced 45.76%
96 $17,000
Q4 2023

Feb 08, 2024
BUY
$143.69 - $165.7 $11,638 - $13,421
81 Added 84.38%
177 $29,000
Q2 2023

Aug 01, 2023
BUY
$148.55 - $157.83 $14,260 - $15,151
96 New
96 $15,000

Others Institutions Holding IWD

# of Institutions
1,795
Shares Held
261M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email