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

Elevate Wealth Advisory, Inc

$133 Billion
Q4 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 5,975 shares of IWD stock, worth $1.15 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

5,975

Previous 5,990 0.25%

Holding current value

$1.15 Million

Previous $1.14 Billion 2.7%

% of portfolio

0.83%

Previous 0.84%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$183.23 - $199.79 $2,748 - $2,996	-15 Reduced 0.25%	5,975 $1.11 Billion
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

1,871

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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