Gradient Investments LLC Ishares Russell 1000 Val ETF Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Gradient Investments LLC holds 814 shares of IWD stock, worth $141,465. This represents 0.0% of its overall portfolio holdings.

Number of Shares
814
Previous 3,823 78.71%
Holding current value
$141,465
Previous $631,000 77.02%
% of portfolio
0.0%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$161.84 - $179.11 $486,976 - $538,941
-3,009 Reduced 78.71%
814 $145,000
Q4 2023

Jan 18, 2024
BUY
$143.69 - $165.7 $147,282 - $169,842
1,025 Added 36.63%
3,823 $631,000
Q3 2023

Oct 27, 2023
SELL
$151.73 - $163.56 $10,165 - $10,958
-67 Reduced 2.34%
2,798 $424,000
Q2 2023

Jul 11, 2023
BUY
$148.55 - $157.83 $180,785 - $192,079
1,217 Added 73.85%
2,865 $452,000
Q1 2023

Apr 17, 2023
BUY
$145.2 - $161.56 $122,403 - $136,195
843 Added 104.72%
1,648 $250,000
Q3 2022

Oct 14, 2022
SELL
N/A
-37 Reduced 4.39%
805 $109,000
Q2 2022

Jul 11, 2022
SELL
N/A
-492 Reduced 36.88%
842 $122,000
Q1 2022

May 26, 2022
BUY
N/A
529 Added 65.71%
1,334 $221,000
Q1 2021

Apr 21, 2021
BUY
N/A
769 Added 2136.11%
805 $122,000
Q3 2020

Oct 06, 2020
SELL
N/A
-94 Reduced 72.31%
36 $4,000
Q2 2020

Jul 10, 2020
BUY
N/A
50 Added 62.5%
130 $15,000
Q1 2020

Apr 07, 2020
BUY
N/A
41 Added 105.13%
80 $8,000
Q4 2019

Jan 15, 2020
SELL
N/A
-201 Reduced 83.75%
39 $5,000
Q3 2019

Oct 10, 2019
BUY
N/A
201 Added 515.38%
240 $31,000
Q2 2019

Jul 16, 2019
SELL
N/A
-129 Reduced 76.79%
39 $5,000
Q1 2019

Apr 11, 2019
BUY
N/A
129 Added 330.77%
168 $21,000
Q4 2018

Jan 18, 2019
SELL
N/A
-142 Reduced 78.45%
39 $4,000
Q3 2018

Oct 11, 2018
BUY
N/A
181 New
181 $23,000
Q1 2018

Apr 11, 2018
SELL
N/A
-92 Closed
0 $0
Q4 2017

Feb 07, 2018
BUY
N/A
92
92 $11,000

Others Institutions Holding IWD

# of Institutions
1,635
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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