Elevate Wealth Advisory, Inc Ishares Russell 1000 Val ETF Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 5,990 shares of IWD stock, worth $1.11 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
5,990
Previous 6,192 3.26%
Holding current value
$1.11 Million
Previous $1.08 Billion 5.24%
% of portfolio
0.84%
Previous 0.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$173.36 - $189.8 $35,018 - $38,339
-202 Reduced 3.26%
5,990 $1.14 Billion
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $47,770 - $50,492
-282 Reduced 4.36%
6,192 $1.08 Billion
Q1 2024

May 02, 2024
BUY
$161.84 - $179.11 $971 - $1,074
6 Added 0.09%
6,474 $1.16 Billion
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $929,386 - $1.07 Million
6,468 New
6,468 $1.07 Billion

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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