A detailed history of Financial Insights, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Financial Insights, Inc. holds 5,081 shares of IWD stock, worth $918,593. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,081
Previous 5,191 2.12%
Holding current value
$918,593
Previous $929,000 4.63%
% of portfolio
0.25%
Previous 0.27%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$169.4 - $179.05 $18,634 - $19,695
-110 Reduced 2.12%
5,081 $886,000
Q1 2024

Apr 25, 2024

SELL
$161.84 - $179.11 $20,553 - $22,746
-127 Reduced 2.39%
5,191 $929,000
Q4 2023

Jan 24, 2024

SELL
$143.69 - $165.7 $2,299 - $2,651
-16 Reduced 0.3%
5,318 $878,000
Q3 2023

Dec 06, 2023

SELL
$151.73 - $163.56 $55,533 - $59,862
-366 Reduced 6.42%
5,334 $809,000
Q1 2023

Apr 17, 2023

SELL
$145.2 - $161.56 $3,339 - $3,715
-23 Reduced 0.4%
5,700 $867,000
Q4 2022

Feb 09, 2023

SELL
$148.0 - $158.99 $11,988 - $12,878
-81 Reduced 1.4%
5,723 $867,000
Q3 2022

Oct 26, 2022

SELL
N/A
-47 Reduced 0.8%
5,804 $789,000
Q2 2022

Aug 03, 2022

SELL
N/A
-322 Reduced 5.22%
5,851 $848,000
Q4 2021

Feb 09, 2022

SELL
N/A
-110 Reduced 1.75%
6,173 $1.04 Million
Q3 2021

Nov 12, 2021

SELL
N/A
-194 Reduced 3.0%
6,283 $983,000
Q1 2021

May 12, 2021

SELL
N/A
-144 Reduced 2.17%
6,477 $982,000
Q4 2020

Feb 05, 2021

SELL
N/A
-214 Reduced 3.13%
6,621 $905,000
Q3 2020

Nov 16, 2020

SELL
N/A
-4,261 Reduced 38.4%
6,835 $807,000
Q2 2020

Aug 20, 2020

BUY
N/A
2,375 Added 27.23%
11,096 $822,000
Q1 2020

Apr 28, 2020

SELL
N/A
-113 Reduced 1.28%
8,721 $865,000
Q4 2019

Feb 07, 2020

SELL
N/A
-1,650 Reduced 15.74%
8,834 $1.21 Million
Q3 2019

Oct 31, 2019

SELL
N/A
-33 Reduced 0.31%
10,484 $1.35 Million
Q2 2019

Aug 20, 2019

SELL
N/A
-207 Reduced 1.93%
10,517 $1.3 Million
Q4 2018

Mar 08, 2019

BUY
N/A
10,724 New
10,724 $1.28 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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