Engrave Wealth Partners LLC Ishares Russell 1000 Val ETF Transaction History

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023

Shares

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

Oct 05, 2022
SELL
$135.99 - $161.15 $11,831 - $14,020
-87 Reduced 5.37%
1,533 $208,000
Q2 2022

Jul 13, 2022
SELL
$140.99 - $168.41 $200,487 - $239,479
-1,422 Reduced 46.75%
1,620 $235,000
Q3 2021

Oct 08, 2021
SELL
$154.62 - $164.07 $21,956 - $23,297
-142 Reduced 4.46%
3,042 $476,000
Q2 2021

Jul 15, 2021
BUY
$152.86 - $162.4 $38,062 - $40,437
249 Added 8.48%
3,184 $505,000
Q1 2021

Apr 19, 2021
SELL
$134.89 - $153.0 $153,774 - $174,420
-1,140 Reduced 27.98%
2,935 $445,000
Q4 2020

Jan 15, 2021
SELL
$115.84 - $136.73 $110,163 - $130,030
-951 Reduced 18.92%
4,075 $576,000
Q3 2020

Oct 08, 2020
SELL
$111.27 - $124.26 $247,687 - $276,602
-2,226 Reduced 30.69%
5,026 $601,000
Q2 2020

Jul 14, 2020
SELL
$94.52 - $125.14 $15,028 - $19,897
-159 Reduced 2.15%
7,252 $816,000
Q1 2020

Apr 20, 2020
SELL
$85.17 - $138.52 $70,180 - $114,140
-824 Reduced 10.01%
7,411 $735,000
Q4 2019

Mar 12, 2020
BUY
$123.85 - $136.67 $1.02 Million - $1.13 Million
8,235 New
8,235 $1.12 Million

Others Institutions Holding IWD

# of Institutions
1,715
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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