James J. Burns & Company, LLC Ishares Russell 1000 Val ETF Transaction History

James J. Burns & Company, LLC

  • $556 Million
  • Q1 2025

A detailed history of James J. Burns & Company, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, James J. Burns & Company, LLC holds 1,660 shares of IWD stock, worth $312,594. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,660
Previous 1,748 5.03%
Holding current value
$312,594
Previous $324,000 4.63%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$182.82 - $196.21 $16,088 - $17,266
-88 Reduced 5.03%
1,660 $309,000
Q2 2024

Jul 17, 2024
BUY
$169.4 - $179.05 $296,111 - $312,979
1,748 New
1,748 $305,000
Q3 2023

Nov 07, 2023
SELL
$151.73 - $163.56 $89,975 - $96,991
-593 Reduced 20.2%
2,342 $356,000
Q2 2023

Jul 27, 2023
SELL
$148.55 - $157.83 $297 - $315
-2 Reduced 0.07%
2,935 $463,000
Q1 2023

Apr 24, 2023
BUY
$145.2 - $161.56 $426,452 - $474,501
2,937 New
2,937 $447,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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