A detailed history of Fullen Financial Group transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Fullen Financial Group holds 13,400 shares of IWD stock, worth $2.54 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
13,400
Previous 13,571 1.26%
Holding current value
$2.54 Million
Previous $2.16 Million 5.73%
% of portfolio
1.11%
Previous 1.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 30, 2023

SELL
$145.2 - $161.56 $24,829 - $27,626
-171 Reduced 1.26%
13,400 $2.04 Million
Q4 2022

Feb 13, 2023

SELL
$136.78 - $158.99 $19,012 - $22,099
-139 Reduced 1.01%
13,571 $2.16 Million
Q3 2022

Nov 10, 2022

SELL
$135.99 - $161.15 $10,879 - $12,892
-80 Reduced 0.58%
13,710 $2.05 Million
Q2 2022

Jul 26, 2022

BUY
$140.99 - $168.41 $4,793 - $5,725
34 Added 0.25%
13,790 $2 Million
Q1 2022

Apr 28, 2022

SELL
$157.15 - $170.51 $97,433 - $105,716
-620 Reduced 4.31%
13,756 $2.28 Million
Q4 2021

Jan 27, 2022

SELL
$157.12 - $168.08 $116,425 - $124,547
-741 Reduced 4.9%
14,376 $2.41 Million
Q3 2021

Dec 06, 2021

SELL
$154.62 - $164.07 $32,315 - $34,290
-209 Reduced 1.36%
15,117 $2.4 Million
Q2 2021

Jul 26, 2021

BUY
$152.86 - $162.4 $4,585 - $4,872
30 Added 0.2%
15,326 $2.43 Million
Q1 2021

May 19, 2021

SELL
$134.89 - $153.0 $27,787 - $31,518
-206 Reduced 1.33%
15,296 $2.32 Million
Q4 2020

Jan 26, 2021

SELL
$115.84 - $136.73 $6,834 - $8,067
-59 Reduced 0.38%
15,502 $2.12 Million
Q3 2020

Oct 14, 2020

BUY
$111.27 - $124.26 $333 - $372
3 Added 0.02%
15,561 $1.84 Million
Q2 2020

Sep 30, 2020

BUY
$94.52 - $125.14 $1.47 Million - $1.95 Million
15,558 New
15,558 $1.75 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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