Householder Group Estate & Retirement Specialist, LLC Ishares Russell 1000 Val ETF Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 2,235 shares of IWD stock, worth $441,881. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,790 19.89%
Holding current value
$441,881
Previous $486,000 12.76%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 18, 2024
SELL
$173.36 - $189.8 $96,214 - $105,339
-555 Reduced 19.89%
2,235 $424,000
Q2 2024

Jul 17, 2024
SELL
$169.4 - $179.05 $67,590 - $71,440
-399 Reduced 12.51%
2,790 $486,000
Q1 2024

May 03, 2024
SELL
$161.84 - $179.11 $27,350 - $30,269
-169 Reduced 5.03%
3,189 $571,000
Q4 2023

Jan 23, 2024
SELL
$143.69 - $165.7 $24,570 - $28,334
-171 Reduced 4.85%
3,358 $555,000
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $328,798 - $354,434
-2,167 Reduced 38.04%
3,529 $535,000
Q1 2023

Apr 13, 2023
BUY
$145.2 - $161.56 $827,059 - $920,245
5,696 New
5,696 $867,000
Q3 2022

Oct 11, 2022
BUY
$135.99 - $161.15 $323,520 - $383,375
2,379 Added 59.91%
6,350 $863,000
Q2 2022

Jul 18, 2022
BUY
$140.99 - $168.41 $126,609 - $151,232
898 Added 29.22%
3,971 $576,000
Q1 2022

Apr 18, 2022
BUY
$157.15 - $170.51 $1,257 - $1,364
8 Added 0.26%
3,073 $510,000
Q4 2021

Apr 12, 2022
BUY
$157.12 - $168.08 $481,572 - $515,165
3,065 New
3,065 $515,000

Others Institutions Holding IWD

# of Institutions
1,715
Shares Held
256M
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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