A detailed history of Jsf Financial, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Jsf Financial, LLC holds 2,499 shares of IWD stock, worth $483,656. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,499
Previous 2,609 4.22%
Holding current value
$483,656
Previous $495,000 6.67%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 29, 2025

SELL
$183.23 - $199.79 $20,155 - $21,976
-110 Reduced 4.22%
2,499 $462,000
Q3 2024

Nov 12, 2024

BUY
$173.36 - $189.8 $866 - $949
5 Added 0.19%
2,609 $495,000
Q2 2024

Aug 14, 2024

SELL
$169.4 - $179.05 $36,082 - $38,137
-213 Reduced 7.56%
2,604 $454,000
Q1 2024

May 13, 2024

BUY
$161.84 - $179.11 $4,046 - $4,477
25 Added 0.9%
2,817 $504,000
Q4 2023

Feb 14, 2024

BUY
$143.69 - $165.7 $4,310 - $4,971
30 Added 1.09%
2,792 $461,000
Q3 2023

Nov 08, 2023

SELL
$151.73 - $163.56 $89,520 - $96,500
-590 Reduced 17.6%
2,762 $419,000
Q2 2023

Aug 02, 2023

SELL
$148.55 - $157.83 $25,550 - $27,146
-172 Reduced 4.88%
3,352 $529,000
Q1 2023

May 12, 2023

SELL
$145.2 - $161.56 $82,328 - $91,604
-567 Reduced 13.86%
3,524 $536,000
Q4 2022

Feb 10, 2023

BUY
$136.78 - $158.99 $820 - $953
6 Added 0.15%
4,091 $620,000
Q3 2022

Nov 10, 2022

SELL
$135.99 - $161.15 $45,692 - $54,146
-336 Reduced 7.6%
4,085 $555,000
Q2 2022

Jul 28, 2022

SELL
$140.99 - $168.41 $5,498 - $6,567
-39 Reduced 0.87%
4,421 $641,000
Q1 2022

May 12, 2022

SELL
$157.15 - $170.51 $121,319 - $131,633
-772 Reduced 14.76%
4,460 $740,000
Q4 2021

Feb 10, 2022

BUY
$157.12 - $168.08 $92,700 - $99,167
590 Added 12.71%
5,232 $879,000
Q3 2021

Nov 12, 2021

SELL
$154.62 - $164.07 $4,947 - $5,250
-32 Reduced 0.68%
4,642 $727,000
Q2 2021

Aug 12, 2021

BUY
$152.86 - $162.4 $64,659 - $68,695
423 Added 9.95%
4,674 $741,000
Q1 2021

May 04, 2021

BUY
$134.89 - $153.0 $50,988 - $57,834
378 Added 9.76%
4,251 $644,000
Q4 2020

Feb 04, 2021

SELL
$115.84 - $136.73 $28,264 - $33,362
-244 Reduced 5.93%
3,873 $530,000
Q3 2020

Nov 12, 2020

BUY
$111.27 - $124.26 $57,415 - $64,118
516 Added 14.33%
4,117 $486,000
Q2 2020

Jul 31, 2020

BUY
$94.52 - $125.14 $42,628 - $56,438
451 Added 14.32%
3,601 $406,000
Q1 2020

Apr 29, 2020

BUY
$85.17 - $138.52 $103,566 - $168,440
1,216 Added 62.87%
3,150 $312,000
Q4 2019

Feb 12, 2020

SELL
$123.85 - $136.67 $19,816 - $21,867
-160 Reduced 7.64%
1,934 $264,000
Q2 2019

Feb 27, 2020

SELL
N/A
-330 Reduced 13.61%
2,094 $266,000
Q1 2019

Feb 27, 2020

SELL
N/A
-1,189 Reduced 32.91%
2,424 $299,000
Q4 2018

Feb 27, 2020

BUY
N/A
3,613 New
3,613 $401,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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