Goldstein Munger & Associates Ishares Russell 1000 Val ETF Transaction History

Goldstein Munger & Associates

  • $303 Million
  • Q3 2022

A detailed history of Goldstein Munger & Associates transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Goldstein Munger & Associates holds 73,171 shares of IWD stock, worth $12.7 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
73,171
Previous 73,171 -0.0%
Holding current value
$12.7 Million
Previous $10.6 Million 6.2%
% of portfolio
3.28%
Previous 3.19%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 10, 2022
BUY
N/A
214 Added 0.29%
73,171 $10.6 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-99 Reduced 0.14%
72,957 $11.4 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-1,381 Reduced 1.86%
73,056 $11.1 Million
Q4 2020

Feb 10, 2021
BUY
N/A
177 Added 0.24%
74,437 $10.2 Million
Q3 2020

Nov 10, 2020
BUY
N/A
1,672 Added 2.3%
74,260 $8.77 Million
Q2 2020

Aug 12, 2020
BUY
N/A
7,338 Added 11.25%
72,588 $8.18 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-936 Reduced 1.41%
65,250 $6.47 Million
Q4 2019

Feb 10, 2020
BUY
N/A
408 Added 0.62%
66,186 $9.03 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-260 Reduced 0.39%
65,778 $8.44 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-190 Reduced 0.29%
66,038 $8.4 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-8,233 Reduced 11.06%
66,228 $7.36 Million
Q2 2018

Jul 24, 2018
SELL
N/A
-1,905 Reduced 2.49%
74,461 $9.04 Million
Q1 2018

May 01, 2018
SELL
N/A
-4,483 Reduced 5.54%
76,366 $9.16 Million
Q4 2017

Feb 07, 2018
SELL
N/A
-900 Reduced 1.1%
80,849 $10.1 Million
Q3 2017

Nov 01, 2017
BUY
N/A
81,749
81,749 $9.69 Million

Others Institutions Holding IWD

# of Institutions
1,633
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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