A detailed history of Fiducient Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fiducient Advisors LLC holds 4,717 shares of IWD stock, worth $819,767. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,717
Previous 3,659 28.92%
Holding current value
$819,767
Previous $604,000 39.74%
% of portfolio
0.17%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$161.84 - $179.11 $171,226 - $189,498
1,058 Added 28.92%
4,717 $844,000
Q4 2023

Feb 05, 2024

SELL
$143.69 - $165.7 $928,668 - $1.07 Million
-6,463 Reduced 63.85%
3,659 $604,000
Q3 2023

Nov 03, 2023

BUY
$151.73 - $163.56 $641,059 - $691,041
4,225 Added 71.65%
10,122 $1.54 Million
Q2 2023

Aug 01, 2023

BUY
$148.55 - $157.83 $66,550 - $70,707
448 Added 8.22%
5,897 $930,000
Q1 2023

May 08, 2023

SELL
$145.2 - $161.56 $11,470 - $12,763
-79 Reduced 1.43%
5,449 $829,000
Q4 2022

Feb 03, 2023

SELL
$148.0 - $158.99 $160,580 - $172,504
-1,085 Reduced 16.41%
5,528 $838,000
Q3 2022

Nov 07, 2022

SELL
N/A
-90 Reduced 1.34%
6,613 $899,000
Q2 2022

Aug 04, 2022

SELL
N/A
-761 Reduced 10.2%
6,703 $972,000
Q1 2022

May 09, 2022

SELL
N/A
-5,981 Reduced 44.48%
7,464 $1.24 Million
Q4 2021

Feb 11, 2022

SELL
N/A
-2,183 Reduced 13.97%
13,445 $2.26 Million
Q3 2021

Nov 03, 2021

BUY
N/A
15,628 New
15,628 $2.45 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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