Gyl Financial Synergies, LLC Ishares Russell 1000 Val ETF Transaction History

Gyl Financial Synergies, LLC

$1.31 Billion
Q3 2024

A detailed history of Gyl Financial Synergies, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 3,572 shares of IWD stock, worth $672,643. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,572

Previous 3,651 2.16%

Holding current value

$672,643

Previous $636,000 6.45%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$173.36 - $189.8 $13,695 - $14,994	-79 Reduced 2.16%	3,572 $677,000
Q2 2024 Jul 23, 2024	BUY	$169.4 - $179.05 $1,524 - $1,611	9 Added 0.25%	3,651 $636,000
Q1 2024 May 14, 2024	BUY	$161.84 - $179.11 $14,403 - $15,940	89 Added 2.5%	3,642 $652,000
Q4 2023 Feb 09, 2024	SELL	$143.69 - $165.7 $10,776 - $12,427	-75 Reduced 2.07%	3,553 $587,000
Q2 2023 Aug 14, 2023	BUY	$148.55 - $157.83 $1,188 - $1,262	8 Added 0.22%	3,628 $572,000
Q1 2023 May 15, 2023	BUY	$145.2 - $161.56 $5,808 - $6,462	40 Added 1.12%	3,620 $551,000
Q4 2022 Feb 06, 2023	BUY	$136.78 - $158.99 $61,961 - $72,022	453 Added 14.49%	3,580 $542,000
Q3 2022 Nov 01, 2022	BUY	$135.99 - $161.15 $1,767 - $2,094	13 Added 0.42%	3,127 $425,000
Q2 2022 Aug 01, 2022	BUY	$140.99 - $168.41 $1,268 - $1,515	9 Added 0.29%	3,114 $451,000
Q1 2022 May 05, 2022	BUY	$157.15 - $170.51 $231,953 - $251,672	1,476 Added 90.61%	3,105 $515,000
Q3 2021 Nov 01, 2021	BUY	$154.62 - $164.07 $13,915 - $14,766	90 Added 5.85%	1,629 $255,000
Q2 2021 Aug 02, 2021	SELL	$152.86 - $162.4 $241,671 - $256,754	-1,581 Reduced 50.67%	1,539 $244,000
Q1 2019 May 14, 2019	SELL	N/A	-2,276 Reduced 42.18%	3,120 $385,000
Q4 2018 Feb 14, 2019	BUY	N/A	5,396 New	5,396 $599,000

Others Institutions Holding IWD

# of Institutions

1,907

Shares Held

279M

Call Options Held

617K

Put Options Held

5.88M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
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Gyl Financial Synergies, LLC Ishares Russell 1000 Val ETF Transaction History