Howard Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Howard Wealth Management, LLC

  • $171 Million
  • Q3 2024

A detailed history of Howard Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Howard Wealth Management, LLC holds 1,262 shares of IWD stock, worth $236,448. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,262
Previous 1,286 1.87%
Holding current value
$236,448
Previous $224,000 6.7%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Nov 08, 2024
SELL
$173.36 - $189.8 $4,160 - $4,555
-24 Reduced 1.87%
1,262 $239,000
Q2 2024

Aug 02, 2024
BUY
$169.4 - $179.05 $169 - $179
1 Added 0.08%
1,286 $224,000
Q4 2023

Feb 07, 2024
BUY
$143.69 - $165.7 $184,641 - $212,924
1,285 New
1,285 $212,000
Q2 2023

Aug 01, 2023
SELL
$148.55 - $157.83 $3,713 - $3,945
-25 Reduced 1.87%
1,310 $206,000
Q4 2022

Jan 26, 2023
BUY
$136.78 - $158.99 $182,601 - $212,251
1,335 New
1,335 $0
Q2 2022

Aug 09, 2022
SELL
$140.99 - $168.41 $202,320 - $241,668
-1,435 Closed
0 $0
Q4 2021

Jan 18, 2022
SELL
$157.12 - $168.08 $11,784 - $12,606
-75 Reduced 4.97%
1,435 $240,000
Q4 2020

Feb 02, 2021
BUY
$115.84 - $136.73 $174,918 - $206,462
1,510 New
1,510 $206,000
Q1 2020

May 04, 2020
SELL
$85.17 - $138.52 $126,477 - $205,702
-1,485 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$123.85 - $136.67 $183,917 - $202,954
1,485 New
1,485 $202,000

Others Institutions Holding IWD

# of Institutions
1,716
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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