A detailed history of Jnba Financial Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jnba Financial Advisors holds 1,681 shares of IWD stock, worth $329,660. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,681
Previous 1,681 -0.0%
Holding current value
$329,660
Previous $293,000 8.87%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$143.69 - $165.7 $14,656 - $16,901
-102 Reduced 5.72%
1,681 $277,000
Q3 2023

Nov 02, 2023

SELL
$151.73 - $163.56 $19,269 - $20,772
-127 Reduced 6.65%
1,783 $270,000
Q4 2022

Feb 06, 2023

SELL
$136.78 - $158.99 $23,662 - $27,505
-173 Reduced 8.31%
1,910 $289,000
Q3 2022

Nov 07, 2022

SELL
$135.99 - $161.15 $17,678 - $20,949
-130 Reduced 5.87%
2,083 $283,000
Q2 2022

Jul 22, 2022

SELL
$140.99 - $168.41 $3,524 - $4,210
-25 Reduced 1.12%
2,213 $321,000
Q1 2022

Apr 29, 2022

SELL
$157.15 - $170.51 $19,172 - $20,802
-122 Reduced 5.17%
2,238 $371,000
Q3 2021

Nov 10, 2021

BUY
$154.62 - $164.07 $35,098 - $37,243
227 Added 10.64%
2,360 $369,000
Q4 2020

Jan 25, 2021

BUY
$115.84 - $136.73 $183,953 - $217,127
1,588 Added 291.38%
2,133 $292,000
Q2 2020

Jul 24, 2020

SELL
$94.52 - $125.14 $6,710 - $8,884
-71 Reduced 11.53%
545 $61,000
Q1 2019

May 01, 2019

SELL
N/A
-64 Reduced 9.41%
616 $76,000
Q4 2018

Feb 07, 2019

BUY
N/A
680 New
680 $76,000
Q3 2018

Nov 01, 2018

SELL
N/A
-680 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
680
680 $79,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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