A detailed history of Investment Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 5,447 shares of IWD stock, worth $1.02 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,447
Previous 5,447 -0.0%
Holding current value
$1.02 Million
Previous $950,000 8.74%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Jul 31, 2024

BUY
$169.4 - $179.05 $8,131 - $8,594
48 Added 0.89%
5,447 $950,000
Q1 2024

Apr 29, 2024

BUY
$161.84 - $179.11 $64,412 - $71,285
398 Added 7.96%
5,399 $967,000
Q4 2023

Jan 30, 2024

BUY
$143.69 - $165.7 $37,934 - $43,744
264 Added 5.57%
5,001 $826,000
Q2 2023

Jul 17, 2023

BUY
$148.55 - $157.83 $8,467 - $8,996
57 Added 1.22%
4,737 $747,000
Q1 2023

May 02, 2023

BUY
$145.2 - $161.56 $145 - $161
1 Added 0.02%
4,680 $712,000
Q3 2022

Oct 24, 2022

BUY
$135.99 - $161.15 $307,609 - $364,521
2,262 Added 93.59%
4,679 $636,000
Q2 2022

Jul 18, 2022

BUY
$140.99 - $168.41 $40,887 - $48,838
290 Added 13.63%
2,417 $351,000
Q1 2022

Apr 29, 2022

SELL
$157.15 - $170.51 $10,057 - $10,912
-64 Reduced 2.92%
2,127 $353,000
Q4 2021

Feb 11, 2022

BUY
$157.12 - $168.08 $344,249 - $368,263
2,191 New
2,191 $363,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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