Gries Financial LLC Ishares Russell 1000 Val ETF Transaction History

Gries Financial LLC

  • $535 Million
  • Q1 2024

A detailed history of Gries Financial LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Gries Financial LLC holds 9,860 shares of IWD stock, worth $1.79 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
9,860
Previous 9,944 0.84%
Holding current value
$1.79 Million
Previous $1.64 Million 7.49%
% of portfolio
0.33%
Previous 0.41%

Shares

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

May 15, 2024
SELL
$161.84 - $179.11 $13,594 - $15,045
-84 Reduced 0.84%
9,860 $1.77 Million
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $14,656 - $16,901
102 Added 1.04%
9,944 $1.64 Million
Q3 2023

Nov 14, 2023
BUY
$151.73 - $163.56 $44,305 - $47,759
292 Added 3.06%
9,842 $1.49 Million
Q2 2023

Aug 14, 2023
BUY
$148.55 - $157.83 $21,985 - $23,358
148 Added 1.57%
9,550 $1.51 Million
Q1 2023

Jun 21, 2023
BUY
$145.2 - $161.56 $5,953 - $6,623
41 Added 0.44%
9,402 $1.43 Million
Q4 2022

Jan 10, 2023
BUY
$148.0 - $158.99 $70,892 - $76,156
479 Added 5.39%
9,361 $1.42 Million
Q3 2022

Oct 31, 2022
BUY
N/A
63 Added 0.71%
8,882 $1.21 Million
Q2 2022

Aug 16, 2022
SELL
N/A
-147 Reduced 1.64%
8,819 $1.28 Million
Q1 2022

Apr 29, 2022
BUY
N/A
27 Added 0.3%
8,966 $1.49 Million
Q4 2021

Feb 02, 2022
BUY
N/A
1,058 Added 13.42%
8,939 $1.5 Million
Q3 2021

Nov 12, 2021
BUY
N/A
7,881 New
7,881 $1.23 Million

Others Institutions Holding IWD

# of Institutions
1,631
Shares Held
250M
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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