Curran Financial Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Curran Financial Partners, LLC

  • $246 Million
  • Q2 2024

A detailed history of Curran Financial Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Curran Financial Partners, LLC holds 2,252 shares of IWD stock, worth $427,114. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,252
Previous 2,276 1.05%
Holding current value
$427,114
Previous $407,000 3.69%
% of portfolio
0.16%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$169.4 - $179.05 $4,065 - $4,297
-24 Reduced 1.05%
2,252 $392,000
Q1 2024

May 02, 2024
BUY
$161.84 - $179.11 $14,565 - $16,119
90 Added 4.12%
2,276 $407,000
Q4 2023

Jan 31, 2024
BUY
$143.69 - $165.7 $314,106 - $362,220
2,186 New
2,186 $361,000
Q2 2023

Jul 11, 2023
BUY
$148.55 - $157.83 $891 - $946
6 Added 0.28%
2,169 $342,000
Q1 2023

May 02, 2023
SELL
$145.2 - $161.56 $40,946 - $45,559
-282 Reduced 11.53%
2,163 $329,000
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $2,872 - $3,338
21 Added 0.87%
2,445 $370,000
Q3 2022

Nov 03, 2022
BUY
$135.99 - $161.15 $1,223 - $1,450
9 Added 0.37%
2,424 $330,000
Q2 2022

Aug 05, 2022
SELL
$140.99 - $168.41 $10,010 - $11,957
-71 Reduced 2.86%
2,415 $350,000
Q1 2022

Apr 27, 2022
SELL
$157.15 - $170.51 $2,357 - $2,557
-15 Reduced 0.6%
2,486 $413,000
Q4 2021

Feb 10, 2022
BUY
$157.12 - $168.08 $166,861 - $178,500
1,062 Added 73.8%
2,501 $420,000
Q3 2021

Nov 09, 2021
SELL
$154.62 - $164.07 $1,546 - $1,640
-10 Reduced 0.69%
1,439 $225,000
Q2 2021

Aug 26, 2021
BUY
$152.86 - $162.4 $221,494 - $235,317
1,449 New
1,449 $230,000

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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