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

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 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 106 shares of IWD stock, worth $20,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares
106
Previous 2,235 95.26%
Holding current value
$20,515
Previous $424,000 95.52%
% of portfolio
0.01%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$183.23 - $199.79 $390,096 - $425,352
-2,129 Reduced 95.26%
106 $19,000
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
1,772
Shares Held
257M
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
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email