Jackson, Grant Investment Advisers, Inc. Ishares Russell 1000 Val ETF Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $243 Million
  • Q1 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 1,938 shares of IWD stock, worth $337,308. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,938
Previous 1,473 31.57%
Holding current value
$337,308
Previous $243,000 42.8%
% of portfolio
0.14%
Previous 0.11%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$161.84 - $179.11 $75,255 - $83,286
465 Added 31.57%
1,938 $347,000
Q4 2023

Feb 01, 2024
BUY
$143.69 - $165.7 $287 - $331
2 Added 0.14%
1,473 $243,000
Q3 2023

Oct 13, 2023
BUY
$151.73 - $163.56 $151 - $163
1 Added 0.07%
1,471 $223,000
Q2 2023

Aug 01, 2023
BUY
$148.55 - $157.83 $297 - $315
2 Added 0.14%
1,470 $232,000
Q1 2023

May 02, 2023
BUY
$145.2 - $161.56 $145 - $161
1 Added 0.07%
1,468 $223,000
Q4 2022

Jan 26, 2023
BUY
$148.0 - $158.99 $296 - $317
2 Added 0.14%
1,467 $0
Q3 2022

Nov 14, 2022
BUY
N/A
2 Added 0.14%
1,465 $199,000
Q2 2022

Aug 04, 2022
BUY
N/A
5 Added 0.34%
1,463 $212,000
Q1 2022

Apr 28, 2022
BUY
N/A
64 Added 4.59%
1,458 $242,000
Q4 2021

Jan 24, 2022
BUY
N/A
5 Added 0.36%
1,394 $234,000
Q3 2021

Oct 13, 2021
BUY
N/A
6 Added 0.43%
1,389 $217,000
Q2 2021

Jul 15, 2021
BUY
N/A
4 Added 0.29%
1,383 $219,000
Q1 2021

Apr 22, 2021
BUY
N/A
4 Added 0.29%
1,379 $209,000
Q4 2020

Mar 03, 2021
BUY
N/A
6 Added 0.44%
1,375 $188,000
Q3 2020

Nov 12, 2020
BUY
N/A
7 Added 0.51%
1,369 $162,000
Q2 2020

Aug 14, 2020
BUY
N/A
232 Added 20.53%
1,362 $153,000
Q1 2020

May 12, 2020
BUY
N/A
10 Added 0.89%
1,130 $112,000
Q4 2019

Feb 05, 2020
BUY
N/A
9 Added 0.81%
1,120 $153,000
Q3 2019

Nov 20, 2019
BUY
N/A
7 Added 0.63%
1,111 $142,000
Q2 2019

Aug 13, 2019
BUY
N/A
6 Added 0.55%
1,104 $140,000
Q1 2019

May 07, 2019
BUY
N/A
6 Added 0.55%
1,098 $136,000
Q4 2018

Jan 23, 2019
BUY
N/A
15 Added 1.39%
1,092 $121,000
Q3 2018

Nov 15, 2018
BUY
N/A
6 Added 0.56%
1,077 $136,000
Q1 2018

May 14, 2018
BUY
N/A
6 Added 0.56%
1,071 $128,000
Q4 2017

Feb 01, 2018
BUY
N/A
257 Added 31.81%
1,065 $132,000
Q3 2017

Nov 14, 2017
BUY
N/A
5 Added 0.62%
808 $96,000
Q2 2017

Aug 10, 2017
BUY
N/A
803
803 $93,000

Others Institutions Holding IWD

# of Institutions
1,633
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email