Glass Jacobson Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Glass Jacobson Investment Advisors LLC

  • $305 Billion
  • Q4 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 9,805 shares of IWD stock, worth $1.91 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
9,805
Previous 8,691 12.82%
Holding current value
$1.91 Million
Previous $1.65 Billion 10.05%
% of portfolio
0.6%
Previous 0.55%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$183.23 - $199.79 $204,118 - $222,566
1,114 Added 12.82%
9,805 $1.82 Billion
Q3 2024

Nov 15, 2024
SELL
$173.36 - $189.8 $91,707 - $100,404
-529 Reduced 5.74%
8,691 $1.65 Billion
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $64,372 - $68,039
-380 Reduced 3.96%
9,220 $1.61 Billion
Q1 2024

Apr 26, 2024
SELL
$161.84 - $179.11 $34,795 - $38,508
-215 Reduced 2.19%
9,600 $1.72 Billion
Q4 2023

Jan 22, 2024
SELL
$143.69 - $165.7 $166,680 - $192,212
-1,160 Reduced 10.57%
9,815 $1.62 Billion
Q3 2023

Nov 07, 2023
SELL
$151.73 - $163.56 $16,386 - $17,664
-108 Reduced 0.97%
10,975 $1.67 Billion
Q2 2023

Jul 25, 2023
BUY
$148.55 - $157.83 $9,061 - $9,627
61 Added 0.55%
11,083 $1.75 Billion
Q4 2022

Feb 06, 2023
BUY
$136.78 - $158.99 $1.51 Million - $1.75 Million
11,022 New
11,022 $1.67 Billion

Others Institutions Holding IWD

# of Institutions
1,878
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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