Joel Isaacson & Co., LLC Ishares Russell 1000 Val ETF Transaction History

Joel Isaacson & Co., LLC

  • $2.17 Billion
  • Q1 2025

A detailed history of Joel Isaacson & Co., LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 13,503 shares of IWD stock, worth $2.54 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,503
Previous 12,776 5.69%
Holding current value
$2.54 Million
Previous $2.37 Million 7.4%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Apr 24, 2025
BUY
$182.82 - $196.21 $132,910 - $142,644
727 Added 5.69%
13,503 $2.54 Million
Q4 2024

Jan 28, 2025
BUY
$183.23 - $199.79 $25,835 - $28,170
141 Added 1.12%
12,776 $2.37 Million
Q3 2024

Oct 23, 2024
BUY
$173.36 - $189.8 $33,631 - $36,821
194 Added 1.56%
12,635 $2.4 Million
Q2 2024

Jul 23, 2024
SELL
$169.4 - $179.05 $123,492 - $130,527
-729 Reduced 5.54%
12,441 $2.17 Million
Q1 2024

Apr 29, 2024
BUY
$161.84 - $179.11 $336,627 - $372,548
2,080 Added 18.76%
13,170 $2.36 Million
Q4 2023

Jan 24, 2024
BUY
$143.69 - $165.7 $20,547 - $23,695
143 Added 1.31%
11,090 $1.83 Million
Q3 2023

Oct 23, 2023
BUY
$151.73 - $163.56 $25,490 - $27,478
168 Added 1.56%
10,947 $1.66 Million
Q2 2023

Jul 26, 2023
BUY
$148.55 - $157.83 $281,502 - $299,087
1,895 Added 21.33%
10,779 $1.7 Million
Q1 2023

Apr 24, 2023
BUY
$145.2 - $161.56 $4,646 - $5,169
32 Added 0.36%
8,884 $1.35 Million
Q4 2022

Jan 27, 2023
BUY
$136.78 - $158.99 $332,648 - $386,663
2,432 Added 37.88%
8,852 $0
Q2 2022

Jul 15, 2022
SELL
$140.99 - $168.41 $6,062 - $7,241
-43 Reduced 0.67%
6,420 $931,000
Q1 2022

Apr 21, 2022
BUY
$157.15 - $170.51 $12,100 - $13,129
77 Added 1.21%
6,463 $1.07 Million
Q4 2021

Jan 19, 2022
BUY
$157.12 - $168.08 $86,258 - $92,275
549 Added 9.41%
6,386 $1.07 Million
Q3 2021

Oct 21, 2021
BUY
$154.62 - $164.07 $92,772 - $98,442
600 Added 11.46%
5,837 $914,000
Q2 2021

Jul 20, 2021
BUY
$152.86 - $162.4 $37,297 - $39,625
244 Added 4.89%
5,237 $831,000
Q1 2021

Apr 23, 2021
BUY
$134.89 - $153.0 $22,931 - $26,010
170 Added 3.52%
4,993 $757,000
Q4 2020

Jan 22, 2021
BUY
$115.84 - $136.73 $41,470 - $48,949
358 Added 8.02%
4,823 $659,000
Q3 2020

Oct 14, 2020
BUY
$111.27 - $124.26 $195,946 - $218,821
1,761 Added 65.13%
4,465 $527,000
Q2 2020

Jul 21, 2020
SELL
$94.52 - $125.14 $13,516 - $17,895
-143 Reduced 5.02%
2,704 $305,000
Q1 2020

Apr 21, 2020
SELL
$85.17 - $138.52 $21,292 - $34,630
-250 Reduced 8.07%
2,847 $282,000
Q4 2019

Jan 24, 2020
BUY
$123.85 - $136.67 $7,431 - $8,200
60 Added 1.98%
3,097 $423,000
Q3 2019

Oct 15, 2019
SELL
$127.92 - $130.25 $221,045 - $225,072
-1,728 Reduced 36.26%
3,037 $390,000
Q2 2019

Jul 11, 2019
BUY
N/A
3 Added 0.06%
4,765 $606,000
Q1 2019

Apr 09, 2019
BUY
N/A
174 Added 3.79%
4,762 $588,000
Q4 2018

Jan 18, 2019
BUY
N/A
1,934 Added 72.87%
4,588 $528,000
Q3 2018

Oct 19, 2018
BUY
N/A
2 Added 0.08%
2,654 $336,000
Q2 2018

Aug 01, 2018
SELL
N/A
-80 Reduced 2.93%
2,652 $322,000
Q1 2018

May 01, 2018
BUY
N/A
3 Added 0.11%
2,732 $328,000
Q4 2017

Jan 30, 2018
BUY
N/A
6 Added 0.22%
2,729 $339,000
Q3 2017

Nov 02, 2017
BUY
N/A
2,723
2,723 $323,000

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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