A detailed history of Domani Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Domani Wealth, LLC holds 82,158 shares of IWD stock, worth $15.2 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
82,158
Previous 80,991 1.44%
Holding current value
$15.2 Million
Previous $12.3 Million 1.85%
% of portfolio
2.9%
Previous 3.07%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 18, 2023

BUY
$145.2 - $161.56 $169,448 - $188,540
1,167 Added 1.44%
82,158 $12.5 Million
Q4 2022

Jan 20, 2023

BUY
$136.78 - $158.99 $466,966 - $542,791
3,414 Added 4.4%
80,991 $0
Q3 2022

Oct 18, 2022

SELL
$135.99 - $161.15 $450,398 - $533,728
-3,312 Reduced 4.09%
77,577 $10.6 Million
Q2 2022

Jul 13, 2022

SELL
$140.99 - $168.41 $42,860 - $51,196
-304 Reduced 0.37%
80,889 $11.7 Million
Q1 2022

Apr 15, 2022

BUY
$157.15 - $170.51 $461,078 - $500,276
2,934 Added 3.75%
81,193 $13.5 Million
Q4 2021

Jan 18, 2022

SELL
$157.12 - $168.08 $445,278 - $476,338
-2,834 Reduced 3.49%
78,259 $13.1 Million
Q3 2021

Oct 20, 2021

SELL
$154.62 - $164.07 $438,502 - $465,302
-2,836 Reduced 3.38%
81,093 $12.7 Million
Q2 2021

Jul 22, 2021

SELL
$152.86 - $162.4 $203,609 - $216,316
-1,332 Reduced 1.56%
83,929 $13.3 Million
Q1 2021

Apr 12, 2021

BUY
$134.89 - $153.0 $1.06 Million - $1.2 Million
7,861 Added 10.16%
85,261 $12.9 Million
Q4 2020

Jan 21, 2021

SELL
$115.84 - $136.73 $307,091 - $362,471
-2,651 Reduced 3.31%
77,400 $10.6 Million
Q3 2020

Oct 13, 2020

SELL
$111.27 - $124.26 $2.18 Million - $2.44 Million
-19,607 Reduced 19.67%
80,051 $9.46 Million
Q2 2020

Jul 24, 2020

BUY
$94.52 - $125.14 $2.37 Million - $3.14 Million
25,052 Added 33.58%
99,658 $11.2 Million
Q1 2020

Apr 10, 2020

BUY
$85.17 - $138.52 $2.22 Million - $3.61 Million
26,074 Added 53.73%
74,606 $7.4 Million
Q4 2019

Jan 27, 2020

BUY
$123.85 - $136.67 $371 - $410
3 Added 0.01%
48,532 $6.62 Million
Q3 2019

Oct 11, 2019

BUY
$127.92 - $130.25 $651,112 - $662,972
5,090 Added 11.72%
48,529 $6.22 Million
Q2 2019

Jul 17, 2019

BUY
N/A
1 Added 0.0%
43,439 $5.53 Million
Q1 2019

Apr 24, 2019

SELL
N/A
-48 Reduced 0.11%
43,438 $5.36 Million
Q4 2018

Jan 25, 2019

BUY
N/A
895 Added 2.1%
43,486 $4.83 Million
Q3 2018

Nov 09, 2018

BUY
N/A
122 Added 0.29%
42,591 $5.39 Million
Q1 2018

Apr 17, 2018

BUY
N/A
19 Added 0.04%
42,469 $5.1 Million
Q4 2017

Feb 12, 2018

SELL
N/A
-260 Reduced 0.61%
42,450 $5.28 Million
Q3 2017

Nov 02, 2017

BUY
N/A
1,000 Added 2.4%
42,710 $5.06 Million
Q2 2017

Aug 11, 2017

BUY
N/A
41,710
41,710 $4.86 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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