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

Jackson, Grant Investment Advisers, Inc.

  • $257 Million
  • Q4 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 1,653 shares of IWD stock, worth $321,475. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,653
Previous 1,915 13.68%
Holding current value
$321,475
Previous $363,000 15.7%
% of portfolio
0.12%
Previous 0.14%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$183.23 - $199.79 $48,006 - $52,344
-262 Reduced 13.68%
1,653 $306,000
Q3 2024

Oct 17, 2024
SELL
$173.36 - $189.8 $4,160 - $4,555
-24 Reduced 1.24%
1,915 $363,000
Q2 2024

Jul 16, 2024
BUY
$169.4 - $179.05 $169 - $179
1 Added 0.05%
1,939 $338,000
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
$136.78 - $158.99 $273 - $317
2 Added 0.14%
1,467 $0
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $271 - $322
2 Added 0.14%
1,465 $199,000
Q2 2022

Aug 04, 2022
BUY
$140.99 - $168.41 $704 - $842
5 Added 0.34%
1,463 $212,000
Q1 2022

Apr 28, 2022
BUY
$157.15 - $170.51 $10,057 - $10,912
64 Added 4.59%
1,458 $242,000
Q4 2021

Jan 24, 2022
BUY
$157.12 - $168.08 $785 - $840
5 Added 0.36%
1,394 $234,000
Q3 2021

Oct 13, 2021
BUY
$154.62 - $164.07 $927 - $984
6 Added 0.43%
1,389 $217,000
Q2 2021

Jul 15, 2021
BUY
$152.86 - $162.4 $611 - $649
4 Added 0.29%
1,383 $219,000
Q1 2021

Apr 22, 2021
BUY
$134.89 - $153.0 $539 - $612
4 Added 0.29%
1,379 $209,000
Q4 2020

Mar 03, 2021
BUY
$115.84 - $136.73 $695 - $820
6 Added 0.44%
1,375 $188,000
Q3 2020

Nov 12, 2020
BUY
$111.27 - $124.26 $778 - $869
7 Added 0.51%
1,369 $162,000
Q2 2020

Aug 14, 2020
BUY
$94.52 - $125.14 $21,928 - $29,032
232 Added 20.53%
1,362 $153,000
Q1 2020

May 12, 2020
BUY
$85.17 - $138.52 $851 - $1,385
10 Added 0.89%
1,130 $112,000
Q4 2019

Feb 05, 2020
BUY
$123.85 - $136.67 $1,114 - $1,230
9 Added 0.81%
1,120 $153,000
Q3 2019

Nov 20, 2019
BUY
$127.92 - $130.25 $895 - $911
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
1,852
Shares Held
277M
Call Options Held
1.29M
Put Options Held
1.1M
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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