A detailed history of Great Waters Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Great Waters Wealth Management holds 9,639 shares of IWD stock, worth $1.75 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,639
Previous 9,729 0.93%
Holding current value
$1.75 Million
Previous $1.74 Billion 3.5%
% of portfolio
0.26%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

SELL
$169.4 - $179.05 $15,246 - $16,114
-90 Reduced 0.93%
9,639 $1.68 Billion
Q1 2024

Apr 08, 2024

SELL
$161.84 - $179.11 $626,320 - $693,155
-3,870 Reduced 28.46%
9,729 $1.74 Billion
Q4 2023

Jan 19, 2024

SELL
$143.69 - $165.7 $21,840 - $25,186
-152 Reduced 1.11%
13,599 $2.23 Billion
Q3 2023

Oct 11, 2023

SELL
$151.73 - $163.56 $4,703 - $5,070
-31 Reduced 0.22%
13,751 $2.06 Billion
Q2 2023

Jul 07, 2023

SELL
$148.55 - $157.83 $39,514 - $41,982
-266 Reduced 1.89%
13,782 $2.18 Billion
Q1 2023

Apr 25, 2023

SELL
$145.2 - $161.56 $129,808 - $144,434
-894 Reduced 5.98%
14,048 $2.17 Billion
Q4 2022

Feb 03, 2023

BUY
$148.0 - $158.99 $2.21 Million - $2.38 Million
14,942 New
14,942 $2.36 Billion

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Great Waters Wealth Management Portfolio

Follow Great Waters Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.