Journey Strategic Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,774 shares of IWD stock, worth $925,774. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,774
Previous 6,587 27.52%
Holding current value
$925,774
Previous $1.15 Million 21.15%
% of portfolio
0.03%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$173.36 - $189.8 $314,301 - $344,107
-1,813 Reduced 27.52%
4,774 $906,000
Q2 2024

Aug 14, 2024
BUY
$169.4 - $179.05 $790,759 - $835,805
4,668 Added 243.25%
6,587 $1.15 Million
Q1 2024

May 13, 2024
BUY
$161.84 - $179.11 $310,570 - $343,712
1,919 New
1,919 $343,000
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $8,159 - $9,669
60 Added 2.65%
2,321 $316,000
Q2 2022

Aug 15, 2022
BUY
$140.99 - $168.41 $318,778 - $380,775
2,261 New
2,261 $328,000

Others Institutions Holding IWD

# of Institutions
1,714
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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