Journey Strategic Wealth LLC Ishares Russell 1000 Val ETF Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 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 6,012 shares of IWD stock, worth $1.14 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,012
Previous 4,774 25.93%
Holding current value
$1.14 Million
Previous $906,000 22.85%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$183.23 - $199.79 $226,838 - $247,340
1,238 Added 25.93%
6,012 $1.11 Million
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
1,882
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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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