A detailed history of Center For Financial Planning, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 390 shares of IWD stock, worth $67,879. This represents 0.01% of its overall portfolio holdings.

Number of Shares
390
Previous 176 121.59%
Holding current value
$67,879
Previous $29,000 137.93%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$161.84 - $179.11 $34,633 - $38,329
214 Added 121.59%
390 $69,000
Q1 2020

May 11, 2020

SELL
N/A
-660 Reduced 78.95%
176 $17,000
Q4 2019

Feb 14, 2020

BUY
N/A
836 New
836 $114,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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