Concord Wealth Partners Ishares Russell 1000 Val ETF Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Concord Wealth Partners holds 102 shares of IWD stock, worth $18,924. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 98 4.08%
Holding current value
$18,924
Previous $17,000 11.76%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$173.36 - $189.8 $693 - $759
4 Added 4.08%
102 $19,000
Q2 2024

Jul 31, 2024
SELL
$169.4 - $179.05 $11,688 - $12,354
-69 Reduced 41.32%
98 $17,000
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $11,166 - $12,358
69 Added 70.41%
167 $29,000
Q4 2023

Apr 30, 2024
SELL
$143.69 - $165.7 $11,351 - $13,090
-79 Reduced 44.63%
98 $16,000
Q4 2023

Feb 05, 2024
SELL
$143.69 - $165.7 $11,351 - $13,090
-79 Reduced 44.63%
98 $16,000
Q3 2023

Apr 30, 2024
BUY
$151.73 - $163.56 $11,986 - $12,921
79 Added 80.61%
177 $26,000
Q3 2023

Oct 25, 2023
BUY
$151.73 - $163.56 $4,248 - $4,579
28 Added 18.79%
177 $26,000
Q2 2023

Aug 07, 2023
BUY
$148.55 - $157.83 $1,485 - $1,578
10 Added 7.19%
149 $23,000
Q1 2023

Apr 26, 2023
BUY
$145.2 - $161.56 $1,452 - $1,615
10 Added 7.75%
139 $21,000
Q4 2022

Jan 27, 2023
BUY
$136.78 - $158.99 $17,644 - $20,509
129 New
129 $19,000
Q2 2022

Aug 04, 2022
BUY
$140.99 - $168.41 $986 - $1,178
7 Added 8.24%
92 $13,000
Q1 2022

Apr 20, 2022
SELL
$157.15 - $170.51 $43,844 - $47,572
-279 Reduced 76.65%
85 $14,000
Q4 2021

Jan 21, 2022
BUY
$157.12 - $168.08 $55,306 - $59,164
352 Added 2933.33%
364 $61,000
Q1 2021

May 13, 2021
SELL
$134.89 - $153.0 $153,909 - $174,573
-1,141 Reduced 98.96%
12 $2,000
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $133,563 - $157,649
1,153 New
1,153 $158,000

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
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
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