Financial Gravity Asset Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Financial Gravity Asset Management, Inc.

$459 Billion
Q1 2025

A detailed history of Financial Gravity Asset Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Financial Gravity Asset Management, Inc. holds 378 shares of IWD stock, worth $71,298. This represents 0.02% of its overall portfolio holdings.

Number of Shares

378

Previous 422 10.43%

Holding current value

$71,298

Previous $73.6 Million 3.38%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$182.82 - $196.21 $8,044 - $8,633	-44 Reduced 10.43%	378 $71.1 Million
Q2 2024 Aug 06, 2024	SELL	$169.4 - $179.05 $17,617 - $18,621	-104 Reduced 19.77%	422 $73.6 Million
Q1 2024 May 13, 2024	SELL	$161.84 - $179.11 $804,182 - $889,997	-4,969 Reduced 90.18%	541 $96.9 Million
Q4 2023 Jun 26, 2024	SELL	$143.69 - $165.7 $2,155 - $2,485	-15 Reduced 2.77%	526 $86.9 Million
Q3 2023 Nov 15, 2023	BUY	$151.73 - $163.56 $792,030 - $853,783	5,220 Added 1800.0%	5,510 $836,000
Q1 2023 May 12, 2023	BUY	$145.2 - $161.56 $42,108 - $46,852	290 New	290 $44,000
Q2 2018 Aug 14, 2018	SELL	N/A	-57 Closed	0 $0
Q1 2018 May 23, 2018	BUY	N/A	57 New	57 $7,000

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Financial Gravity Asset Management, Inc. Ishares Russell 1000 Val ETF Transaction History