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 $662,713. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,572
Previous 3,651 2.16%
Holding current value
$662,713
Previous $636,000 6.45%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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