Cjm Wealth Advisers, Ltd. Ishares Russell 1000 Val ETF Transaction History

Cjm Wealth Advisers, Ltd.

  • $264 Billion
  • Q1 2024

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 11,302 shares of IWD stock, worth $1.97 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
11,302
Previous 11,445 1.25%
Holding current value
$1.97 Million
Previous $1.89 Billion 7.03%
% of portfolio
0.77%
Previous 0.83%

Shares

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

Apr 08, 2024
SELL
$161.84 - $179.11 $23,143 - $25,612
-143 Reduced 1.25%
11,302 $2.02 Billion
Q4 2023

Jan 19, 2024
BUY
$143.69 - $165.7 $35,060 - $40,430
244 Added 2.18%
11,445 $1.89 Billion
Q3 2023

Oct 26, 2023
BUY
$151.73 - $163.56 $2,427 - $2,616
16 Added 0.14%
11,201 $1.7 Billion
Q2 2023

Sep 15, 2023
BUY
$148.55 - $157.83 $148 - $157
1 Added 0.01%
11,185 $1.77 Billion
Q4 2022

Sep 15, 2023
BUY
$148.0 - $158.99 $475,968 - $511,311
3,216 Added 40.36%
11,184 $1.7 Billion
Q4 2021

Sep 15, 2023
BUY
N/A
7,968 New
7,968 $1.34 Billion

Others Institutions Holding IWD

# of Institutions
1,633
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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