A detailed history of Creative Financial Designs Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Creative Financial Designs Inc holds 930 shares of IWD stock, worth $161,857. This represents 0.02% of its overall portfolio holdings.

Number of Shares
930
Previous 929 0.11%
Holding current value
$161,857
Previous $153,000 8.5%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 01, 2024

BUY
$161.84 - $179.11 $161 - $179
1 Added 0.11%
930 $166,000
Q4 2023

Jan 10, 2024

SELL
$143.69 - $165.7 $5,172 - $5,965
-36 Reduced 3.73%
929 $153,000
Q2 2023

Jul 26, 2023

BUY
$148.55 - $157.83 $40,108 - $42,614
270 Added 38.85%
965 $152,000
Q1 2023

Apr 25, 2023

BUY
$145.2 - $161.56 $290 - $323
2 Added 0.29%
695 $105,000
Q4 2022

Feb 01, 2023

BUY
$148.0 - $158.99 $296 - $317
2 Added 0.29%
693 $105,000
Q3 2022

Nov 01, 2022

BUY
N/A
3 Added 0.44%
691 $94,000
Q2 2022

Aug 01, 2022

SELL
N/A
-49 Reduced 6.65%
688 $100,000
Q1 2022

Apr 15, 2022

BUY
N/A
51 Added 7.43%
737 $122,000
Q4 2021

Jan 26, 2022

BUY
N/A
112 Added 19.51%
686 $115,000
Q3 2021

Oct 08, 2021

BUY
N/A
214 Added 59.44%
574 $90,000
Q1 2021

Apr 19, 2021

SELL
N/A
-216 Reduced 37.5%
360 $55,000
Q4 2020

Jan 08, 2021

BUY
N/A
216 Added 60.0%
576 $79,000
Q3 2020

Oct 06, 2020

SELL
N/A
-42 Reduced 10.45%
360 $43,000
Q2 2020

Jul 23, 2020

BUY
N/A
173 Added 75.55%
402 $45,000
Q4 2019

Jan 17, 2020

SELL
N/A
-601 Reduced 72.41%
229 $31,000
Q2 2019

Aug 07, 2019

SELL
N/A
-449 Reduced 35.11%
830 $107,000
Q1 2019

Apr 23, 2019

BUY
N/A
444 Added 53.17%
1,279 $158,000
Q4 2018

Jan 24, 2019

BUY
N/A
262 Added 45.72%
835 $93,000
Q3 2018

Nov 02, 2018

BUY
N/A
484 Added 543.82%
573 $73,000
Q2 2018

Jul 13, 2018

BUY
N/A
36 Added 67.92%
89 $11,000
Q1 2018

May 02, 2018

BUY
N/A
1 Added 1.92%
53 $6,000
Q3 2017

May 02, 2018

BUY
N/A
1 Added 1.96%
52 $6,000
Q1 2017

May 02, 2018

SELL
N/A
-10 Reduced 16.39%
51 $6,000
Q4 2016

Mar 14, 2018

BUY
N/A
61
61 $7,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
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