Donaldson Capital Management, LLC Ishares Russell 1000 Val ETF Transaction History

Donaldson Capital Management, LLC

  • $2.6 Billion
  • Q1 2025

A detailed history of Donaldson Capital Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 1,353 shares of IWD stock, worth $241,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,353
Previous 1,487 9.01%
Holding current value
$241,848
Previous $275,000 8.36%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$182.82 - $196.21 $24,497 - $26,292
-134 Reduced 9.01%
1,353 $252,000
Q2 2024

Jul 31, 2024
BUY
$169.4 - $179.05 $251,897 - $266,247
1,487 New
1,487 $259,000
Q2 2021

Jul 28, 2021
SELL
$152.86 - $162.4 $275,148 - $292,320
-1,800 Closed
0 $0
Q1 2021

May 05, 2021
BUY
$134.89 - $153.0 $242,801 - $275,400
1,800 New
1,800 $273,000

Others Institutions Holding IWD

# of Institutions
1,896
Shares Held
287M
Call Options Held
1.31M
Put Options Held
1.09M
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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