Intrepid Financial Planning Group LLC Ishares Russell 1000 Val ETF Transaction History

Intrepid Financial Planning Group LLC

  • $232 Million
  • Q3 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 12,250 shares of IWD stock, worth $2.25 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
12,250
Previous 12,500 2.0%
Holding current value
$2.25 Million
Previous $2.18 Million 6.65%
% of portfolio
1.0%
Previous 0.94%

Shares

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

Nov 04, 2024
SELL
$173.36 - $189.8 $43,340 - $47,450
-250 Reduced 2.0%
12,250 $2.33 Million
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $16,093 - $17,009
-95 Reduced 0.75%
12,500 $2.18 Million
Q1 2024

May 13, 2024
SELL
$161.84 - $179.11 $5,988 - $6,627
-37 Reduced 0.29%
12,595 $2.26 Million
Q4 2023

Feb 13, 2024
SELL
$143.69 - $165.7 $47,848 - $55,178
-333 Reduced 2.57%
12,632 $2.09 Million
Q3 2023

Nov 03, 2023
SELL
$151.73 - $163.56 $16,690 - $17,991
-110 Reduced 0.84%
12,965 $1.97 Million
Q2 2023

Aug 09, 2023
SELL
$148.55 - $157.83 $6,239 - $6,628
-42 Reduced 0.32%
13,075 $2.06 Million
Q1 2023

May 02, 2023
SELL
$145.2 - $161.56 $84,216 - $93,704
-580 Reduced 4.23%
13,117 $2 Million
Q4 2022

Feb 02, 2023
SELL
$136.78 - $158.99 $44,179 - $51,353
-323 Reduced 2.3%
13,697 $2.08 Million
Q3 2022

Nov 07, 2022
SELL
$135.99 - $161.15 $43,380 - $51,406
-319 Reduced 2.22%
14,020 $1.91 Million
Q2 2022

Aug 15, 2022
BUY
$140.99 - $168.41 $2.02 Million - $2.41 Million
14,339 New
14,339 $2.08 Million

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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