Cornerstone Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Cornerstone Wealth Advisors, Inc.

  • $364 Million
  • Q4 2024

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 15,663 shares of IWD stock, worth $3.02 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
15,663
Previous 15,776 0.72%
Holding current value
$3.02 Million
Previous $2.99 Million 3.17%
% of portfolio
0.8%
Previous 0.83%

Shares

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

Jan 21, 2025
SELL
$183.23 - $199.79 $20,704 - $22,576
-113 Reduced 0.72%
15,663 $2.9 Million
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

# of Institutions
1,769
Shares Held
257M
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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