Echo Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Echo Wealth Management, LLC

$127 Million
Q3 2024

A detailed history of Echo Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Echo Wealth Management, LLC holds 1,435 shares of IWD stock, worth $267,641. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,435

Previous 1,608 10.76%

Holding current value

$267,641

Previous $280,000 2.86%

% of portfolio

0.21%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$173.36 - $189.8 $29,991 - $32,835	-173 Reduced 10.76%	1,435 $272,000
Q2 2024 Jul 17, 2024	SELL	$169.4 - $179.05 $1,863 - $1,969	-11 Reduced 0.68%	1,608 $280,000
Q1 2024 Apr 22, 2024	SELL	$161.84 - $179.11 $61,661 - $68,240	-381 Reduced 19.05%	1,619 $289,000
Q4 2023 Jan 17, 2024	SELL	$143.69 - $165.7 $165,387 - $190,720	-1,151 Reduced 36.53%	2,000 $330,000
Q3 2023 Oct 20, 2023	SELL	$151.73 - $163.56 $21,545 - $23,225	-142 Reduced 4.31%	3,151 $478,000
Q2 2023 Jul 31, 2023	SELL	$148.55 - $157.83 $74,423 - $79,072	-501 Reduced 13.21%	3,293 $519,000
Q1 2023 Apr 28, 2023	SELL	$145.2 - $161.56 $45,157 - $50,245	-311 Reduced 7.58%	3,794 $577,000
Q4 2022 Jan 30, 2023	SELL	$136.78 - $158.99 $285,049 - $331,335	-2,084 Reduced 33.67%	4,105 $622,000
Q3 2022 Nov 14, 2022	SELL	$135.99 - $161.15 $33,589 - $39,804	-247 Reduced 3.84%	6,189 $896,000
Q2 2022 Jul 29, 2022	SELL	$140.99 - $168.41 $12,266 - $14,651	-87 Reduced 1.33%	6,436 $951,000
Q1 2022 May 16, 2022	SELL	$157.15 - $170.51 $13,357 - $14,493	-85 Reduced 1.29%	6,523 $1.08 Million
Q4 2021 Jan 18, 2022	SELL	$157.12 - $168.08 $31,581 - $33,784	-201 Reduced 2.95%	6,608 $1.12 Million
Q3 2021 Oct 22, 2021	SELL	$154.62 - $164.07 $10,823 - $11,484	-70 Reduced 1.02%	6,809 $1.09 Million
Q2 2021 Jul 14, 2021	SELL	$152.86 - $162.4 $48,609 - $51,643	-318 Reduced 4.42%	6,879 $1.08 Million
Q1 2021 Apr 07, 2021	SELL	$134.89 - $153.0 $211,507 - $239,904	-1,568 Reduced 17.89%	7,197 $1.09 Million
Q4 2020 Feb 22, 2021	BUY	$115.84 - $136.73 $1.02 Million - $1.2 Million	8,765 New	8,765 $1.2 Million

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

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Echo Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History