A detailed history of Independent Family Office, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Independent Family Office, LLC holds 82,026 shares of IWD stock, worth $15.1 Million. This represents 7.89% of its overall portfolio holdings.

Number of Shares
82,026
Previous 79,907 2.65%
Holding current value
$15.1 Million
Previous $13.9 Million 11.67%
% of portfolio
7.89%
Previous 7.98%

Shares

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

Nov 14, 2024

BUY
$173.36 - $189.8 $367,349 - $402,186
2,119 Added 2.65%
82,026 $15.6 Million
Q2 2024

Aug 14, 2024

SELL
$169.4 - $179.05 $448,571 - $474,124
-2,648 Reduced 3.21%
79,907 $13.9 Million
Q4 2023

Jan 30, 2024

SELL
$143.69 - $165.7 $604,503 - $697,099
-4,207 Reduced 4.85%
82,555 $13.6 Million
Q3 2023

Nov 01, 2023

BUY
$151.73 - $163.56 $113,797 - $122,670
750 Added 0.87%
86,762 $13.2 Million
Q2 2023

Jul 25, 2023

SELL
$148.55 - $157.83 $183,162 - $194,604
-1,233 Reduced 1.41%
86,012 $13.6 Million
Q1 2023

May 04, 2023

BUY
$145.2 - $161.56 $165,673 - $184,339
1,141 Added 1.33%
87,245 $13.3 Million
Q4 2022

Feb 09, 2023

BUY
$136.78 - $158.99 $2.4 Million - $2.79 Million
17,525 Added 25.55%
86,104 $13.1 Million
Q3 2022

Nov 14, 2022

SELL
$135.99 - $161.15 $775,550 - $919,038
-5,703 Reduced 7.68%
68,579 $9.33 Million
Q2 2022

Aug 01, 2022

BUY
$140.99 - $168.41 $714,537 - $853,501
5,068 Added 7.32%
74,282 $10.8 Million
Q1 2022

May 16, 2022

BUY
$157.15 - $170.51 $317,600 - $344,600
2,021 Added 3.01%
69,214 $11.5 Million
Q4 2021

Feb 09, 2022

BUY
$157.12 - $168.08 $66,776 - $71,434
425 Added 0.64%
67,193 $11.3 Million
Q3 2021

Nov 04, 2021

SELL
$154.62 - $164.07 $27,058 - $28,712
-175 Reduced 0.26%
66,768 $10.5 Million
Q2 2021

Aug 12, 2021

SELL
$152.86 - $162.4 $769,802 - $817,846
-5,036 Reduced 7.0%
66,943 $10.6 Million
Q1 2021

May 18, 2021

BUY
$134.89 - $153.0 $113,847 - $129,132
844 Added 1.19%
71,979 $10.9 Million
Q4 2020

Feb 16, 2021

BUY
$115.84 - $136.73 $72,979 - $86,139
630 Added 0.89%
71,135 $9.73 Million
Q3 2020

Nov 16, 2020

BUY
$111.27 - $124.26 $7,232 - $8,076
65 Added 0.09%
70,505 $8.33 Million
Q2 2020

Aug 13, 2020

BUY
$94.52 - $125.14 $442,448 - $585,780
4,681 Added 7.12%
70,440 $7.93 Million
Q1 2020

May 15, 2020

BUY
$85.17 - $138.52 $59,789 - $97,241
702 Added 1.08%
65,759 $6.52 Million
Q4 2019

Feb 13, 2020

BUY
$123.85 - $136.67 $8.06 Million - $8.89 Million
65,057 New
65,057 $8.88 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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