Doyle Wealth Management Ishares Russell 1000 Val ETF Transaction History

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022

A detailed history of Doyle Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Doyle Wealth Management holds 7,527 shares of IWD stock, worth $1.31 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,527
Previous 7,775 3.19%
Holding current value
$1.31 Million
Previous $1.13 Million 9.14%
% of portfolio
0.09%
Previous 0.09%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 15, 2022
SELL
N/A
-248 Reduced 3.19%
7,527 $1.02 Million
Q2 2022

Aug 10, 2022
BUY
N/A
19 Added 0.24%
7,775 $1.13 Million
Q1 2022

May 13, 2022
BUY
N/A
25 Added 0.32%
7,756 $1.29 Million
Q4 2021

Feb 11, 2022
BUY
N/A
164 Added 2.17%
7,731 $0
Q3 2021

Nov 12, 2021
BUY
N/A
23 Added 0.3%
7,567 $1.18 Million
Q2 2021

Aug 03, 2021
SELL
N/A
-12 Reduced 0.16%
7,544 $1.2 Million
Q1 2021

May 07, 2021
BUY
N/A
185 Added 2.51%
7,556 $1.15 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-54 Reduced 0.73%
7,371 $1.01 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-512 Reduced 6.45%
7,425 $877,000
Q2 2020

Aug 06, 2020
SELL
N/A
-1,628 Reduced 17.02%
7,937 $894,000
Q1 2020

Apr 29, 2020
BUY
N/A
29 Added 0.3%
9,565 $949,000
Q4 2019

Feb 11, 2020
BUY
N/A
263 Added 2.84%
9,536 $1.3 Million
Q3 2019

Nov 05, 2019
SELL
N/A
-527 Reduced 5.38%
9,273 $1.19 Million
Q2 2019

Aug 15, 2019
BUY
N/A
34 Added 0.35%
9,800 $1.25 Million
Q1 2019

May 13, 2019
SELL
N/A
-101 Reduced 1.02%
9,766 $1.22 Million
Q4 2018

Feb 08, 2019
BUY
N/A
958 Added 10.75%
9,867 $1.1 Million
Q3 2018

Nov 08, 2018
BUY
N/A
1,501 Added 20.26%
8,909 $1.13 Million
Q2 2018

Aug 08, 2018
BUY
N/A
346 Added 4.9%
7,408 $899,000
Q1 2018

May 11, 2018
BUY
N/A
788 Added 12.56%
7,062 $847,000
Q4 2017

Feb 07, 2018
BUY
N/A
1,199 Added 23.63%
6,274 $780,000
Q3 2017

Oct 25, 2017
BUY
N/A
5,075
5,075 $601,000

Others Institutions Holding IWD

# of Institutions
1,633
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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