A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 15,776 shares of IWD stock, worth $2.98 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
15,776
Previous 16,223 2.76%
Holding current value
$2.98 Million
Previous $2.83 Million 5.8%
% of portfolio
0.83%
Previous 0.85%

Shares

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

Oct 24, 2024

SELL
$173.36 - $189.8 $77,491 - $84,840
-447 Reduced 2.76%
15,776 $2.99 Million
Q2 2024

Jul 12, 2024

SELL
$169.4 - $179.05 $34,727 - $36,705
-205 Reduced 1.25%
16,223 $2.83 Million
Q1 2024

Apr 11, 2024

SELL
$161.84 - $179.11 $70,400 - $77,912
-435 Reduced 2.58%
16,428 $2.94 Million
Q4 2023

Jan 19, 2024

SELL
$143.69 - $165.7 $53,883 - $62,137
-375 Reduced 2.18%
16,863 $2.79 Million
Q3 2023

Oct 23, 2023

SELL
$151.73 - $163.56 $36,415 - $39,254
-240 Reduced 1.37%
17,238 $2.62 Million
Q2 2023

Jul 20, 2023

SELL
$148.55 - $157.83 $46,793 - $49,716
-315 Reduced 1.77%
17,478 $2.76 Million
Q1 2023

May 11, 2023

SELL
$145.2 - $161.56 $260,633 - $290,000
-1,795 Reduced 9.16%
17,793 $2.71 Million
Q4 2022

Jan 23, 2023

SELL
$136.78 - $158.99 $135,412 - $157,400
-990 Reduced 4.81%
19,588 $0
Q3 2022

Oct 18, 2022

SELL
$135.99 - $161.15 $16,998 - $20,143
-125 Reduced 0.6%
20,578 $2.8 Million
Q2 2022

Jul 18, 2022

BUY
$140.99 - $168.41 $1,127 - $1,347
8 Added 0.04%
20,703 $3 Million
Q1 2022

Apr 19, 2022

SELL
$157.15 - $170.51 $40,387 - $43,821
-257 Reduced 1.23%
20,695 $3.44 Million
Q4 2021

Feb 09, 2022

SELL
$157.12 - $168.08 $1,571 - $1,680
-10 Reduced 0.05%
20,952 $3.52 Million
Q3 2021

Nov 15, 2021

SELL
$154.62 - $164.07 $25,203 - $26,743
-163 Reduced 0.77%
20,962 $3.28 Million
Q2 2021

Jul 16, 2021

SELL
$152.86 - $162.4 $7,948 - $8,444
-52 Reduced 0.25%
21,125 $3.37 Million
Q1 2021

May 17, 2021

BUY
$134.89 - $153.0 $2.86 Million - $3.24 Million
21,177 New
21,177 $3.21 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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