Journey Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History

Journey Advisory Group, LLC

  • $1.25 Billion
  • Q2 2025

A detailed history of Journey Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Journey Advisory Group, LLC holds 1,898 shares of IWD stock, worth $384,382. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,898
Previous 1,898 -0.0%
Holding current value
$384,382
Previous $357,000 3.08%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 13, 2025
BUY
$182.82 - $196.21 $365 - $392
2 Added 0.11%
1,898 $357,000
Q2 2024

Aug 02, 2024
SELL
$169.4 - $179.05 $10,164 - $10,743
-60 Reduced 3.07%
1,896 $330,000
Q1 2024

May 09, 2024
BUY
$161.84 - $179.11 $31,558 - $34,926
195 Added 11.07%
1,956 $350,000
Q4 2023

Feb 12, 2024
SELL
$143.69 - $165.7 $1,580 - $1,822
-11 Reduced 0.62%
1,761 $291,000
Q3 2023

Nov 15, 2023
BUY
$151.73 - $163.56 $1,517 - $1,635
10 Added 0.57%
1,772 $269,000
Q4 2022

Feb 07, 2023
BUY
$136.78 - $158.99 $7,522 - $8,744
55 Added 3.22%
1,762 $267,000
Q3 2022

Nov 09, 2022
BUY
$135.99 - $161.15 $232,134 - $275,083
1,707 New
1,707 $232,000

Others Institutions Holding IWD

# of Institutions
1,970
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
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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