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 2,830 shares of IWD stock, worth $525,049. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,830
Previous 2,862 1.12%
Holding current value
$525,049
Previous $499,000 7.62%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 1000 VAL ETF


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