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 $1.5 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,527
Previous 7,775 3.19%
Holding current value
$1.5 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
$135.99 - $161.15 $33,725 - $39,965
-248 Reduced 3.19%
7,527 $1.02 Million
Q2 2022

Aug 10, 2022
BUY
$140.99 - $168.41 $2,678 - $3,199
19 Added 0.24%
7,775 $1.13 Million
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $3,928 - $4,262
25 Added 0.32%
7,756 $1.29 Million
Q4 2021

Feb 11, 2022
BUY
$157.12 - $168.08 $25,767 - $27,565
164 Added 2.17%
7,731 $0
Q3 2021

Nov 12, 2021
BUY
$154.62 - $164.07 $3,556 - $3,773
23 Added 0.3%
7,567 $1.18 Million
Q2 2021

Aug 03, 2021
SELL
$152.86 - $162.4 $1,834 - $1,948
-12 Reduced 0.16%
7,544 $1.2 Million
Q1 2021

May 07, 2021
BUY
$134.89 - $153.0 $24,954 - $28,305
185 Added 2.51%
7,556 $1.15 Million
Q4 2020

Feb 04, 2021
SELL
$115.84 - $136.73 $6,255 - $7,383
-54 Reduced 0.73%
7,371 $1.01 Million
Q3 2020

Nov 13, 2020
SELL
$111.27 - $124.26 $56,970 - $63,621
-512 Reduced 6.45%
7,425 $877,000
Q2 2020

Aug 06, 2020
SELL
$94.52 - $125.14 $153,878 - $203,727
-1,628 Reduced 17.02%
7,937 $894,000
Q1 2020

Apr 29, 2020
BUY
$85.17 - $138.52 $2,469 - $4,017
29 Added 0.3%
9,565 $949,000
Q4 2019

Feb 11, 2020
BUY
$123.85 - $136.67 $32,572 - $35,944
263 Added 2.84%
9,536 $1.3 Million
Q3 2019

Nov 05, 2019
SELL
$127.92 - $130.25 $67,413 - $68,641
-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
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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