Gerber Kawasaki Wealth & Investment Management Ishares Russell 1000 Val ETF Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,254 shares of IWD stock, worth $243,877. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,254

Previous 1,299 3.46%

Holding current value

$243,877

Previous $246,000 5.69%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$183.23 - $199.79 $8,245 - $8,990	-45 Reduced 3.46%	1,254 $232,000
Q3 2024 Nov 13, 2024	BUY	$173.36 - $189.8 $693 - $759	4 Added 0.31%	1,299 $246,000
Q2 2024 Aug 13, 2024	BUY	$169.4 - $179.05 $121,459 - $128,378	717 Added 124.05%	1,295 $225,000
Q1 2024 May 13, 2024	BUY	$161.84 - $179.11 $93,543 - $103,525	578 New	578 $103,000
Q4 2022 Feb 08, 2023	BUY	$136.78 - $158.99 $207,768 - $241,505	1,519 New	1,519 $230,000
Q1 2022 May 12, 2022	SELL	$157.15 - $170.51 $176,950 - $191,994	-1,126 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$157.12 - $168.08 $176,602 - $188,921	1,124 Added 56200.0%	1,126 $250,000
Q3 2021 Nov 15, 2021	BUY	$154.62 - $164.07 $309 - $328	2 New	2 $2,000

Others Institutions Holding IWD

# of Institutions

1,852

Shares Held

277M

Call Options Held

1.29M

Put Options Held

1.1M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Gerber Kawasaki Wealth & Investment Management Ishares Russell 1000 Val ETF Transaction History