Hemington Wealth Management Ishares Russell 1000 Val ETF Transaction History

Hemington Wealth Management

  • $371 Million
  • Q3 2024

A detailed history of Hemington Wealth Management transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Hemington Wealth Management holds 5,150 shares of IWD stock, worth $986,122. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,150
Previous 5,130 0.39%
Holding current value
$986,122
Previous $895,000 7.93%
% of portfolio
0.26%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$173.36 - $189.8 $3,467 - $3,796
20 Added 0.39%
5,150 $966,000
Q2 2024

Aug 01, 2024
SELL
$169.4 - $179.05 $69,623 - $73,589
-411 Reduced 7.42%
5,130 $895,000
Q1 2024

May 03, 2024
BUY
$161.84 - $179.11 $235,315 - $260,425
1,454 Added 35.58%
5,541 $993,000
Q1 2023

May 05, 2023
SELL
$145.2 - $161.56 $3,775 - $4,200
-26 Reduced 0.63%
4,087 $622,000
Q3 2022

Oct 31, 2022
SELL
$135.99 - $161.15 $679 - $805
-5 Reduced 0.12%
4,113 $559,000
Q1 2022

May 04, 2022
BUY
$157.15 - $170.51 $53,116 - $57,632
338 Added 8.94%
4,118 $684,000
Q4 2021

Jan 13, 2022
SELL
$157.12 - $168.08 $61,276 - $65,551
-390 Reduced 9.35%
3,780 $517,000
Q3 2021

Oct 06, 2021
SELL
$154.62 - $164.07 $4,638 - $4,922
-30 Reduced 0.71%
4,170 $653,000
Q2 2021

Jul 09, 2021
SELL
$152.86 - $162.4 $917 - $974
-6 Reduced 0.14%
4,200 $666,000
Q1 2021

Apr 12, 2021
BUY
$134.89 - $153.0 $57,463 - $65,178
426 Added 11.27%
4,206 $637,000
Q4 2020

Feb 01, 2021
BUY
$115.84 - $136.73 $437,875 - $516,839
3,780 New
3,780 $517,000

Others Institutions Holding IWD

# of Institutions
1,729
Shares Held
255M
Call Options Held
606K
Put Options Held
653K
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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