Dechtman Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Dechtman Wealth Management, LLC

$490 Million
Q4 2024

A detailed history of Dechtman Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 2,845 shares of IWD stock, worth $582,627. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,845

Previous 2,830 0.53%

Holding current value

$582,627

Previous $537,000 2.05%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$183.23 - $199.79 $2,748 - $2,996	15 Added 0.53%	2,845 $526,000
Q3 2024 Oct 30, 2024	SELL	$173.36 - $189.8 $5,547 - $6,073	-32 Reduced 1.12%	2,830 $537,000
Q2 2024 Jul 29, 2024	SELL	$169.4 - $179.05 $3,726 - $3,939	-22 Reduced 0.76%	2,862 $499,000
Q1 2024 Apr 23, 2024	BUY	$161.84 - $179.11 $1,942 - $2,149	12 Added 0.42%	2,884 $516,000
Q4 2023 Jan 19, 2024	BUY	$143.69 - $165.7 $4,885 - $5,633	34 Added 1.2%	2,872 $474,000

Q3 2023 Oct 16, 2023	BUY	$151.73 - $163.56 $10,621 - $11,449	70 Added 2.53%	2,838 $431,000
Q2 2023 Sep 08, 2023	BUY	$148.55 - $157.83 $411,186 - $436,873	2,768 New	2,768 $437 Million

Others Institutions Holding IWD

# of Institutions

1,993

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Dechtman Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History