Institutional & Family Asset Management, LLC Ishares Russell 1000 Val ETF Transaction History

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024

A detailed history of Institutional & Family Asset Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 63 shares of IWD stock, worth $11,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63
Previous 49 28.57%
Holding current value
$11,908
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
BUY
$169.4 - $179.05 $2,371 - $2,506
14 Added 28.57%
63 $10,000
Q4 2023

Feb 06, 2024
SELL
$143.69 - $165.7 $7,040 - $8,119
-49 Reduced 50.0%
49 $8,000
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $7,698 - $8,235
49 Added 100.0%
98 $16,000
Q2 2021

Aug 10, 2021
SELL
$152.86 - $162.4 $67,258 - $71,456
-440 Reduced 89.98%
49 $8,000
Q1 2021

May 06, 2021
BUY
$134.89 - $153.0 $49,504 - $56,151
367 Added 300.82%
489 $74,000
Q1 2020

May 14, 2020
SELL
$85.17 - $138.52 $7,750 - $12,605
-91 Reduced 42.72%
122 $12,000
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $11,270 - $12,436
91 Added 74.59%
213 $29,000
Q1 2019

May 13, 2019
SELL
N/A
-512 Reduced 80.76%
122 $15,000
Q4 2018

Feb 14, 2019
BUY
N/A
512 Added 419.67%
634 $70,000
Q1 2018

May 14, 2018
BUY
N/A
122 New
122 $15,000

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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