A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 3,958 shares of IWD stock, worth $771,057. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,958
Previous 2,194 80.4%
Holding current value
$771,057
Previous $382,000 96.6%
% of portfolio
0.12%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$173.36 - $189.8 $305,807 - $334,807
1,764 Added 80.4%
3,958 $751,000
Q1 2024

May 06, 2024

SELL
$161.84 - $179.11 $24,599 - $27,224
-152 Reduced 6.48%
2,194 $392,000
Q4 2023

May 06, 2024

BUY
$143.69 - $165.7 $21,840 - $25,186
152 Added 6.93%
2,346 $388 Million
Q4 2023

Feb 05, 2024

BUY
$143.69 - $165.7 $337,096 - $388,732
2,346 New
2,346 $388 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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