Kcm Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Kcm Investment Advisors LLC

  • $2.91 Billion
  • Q3 2024

A detailed history of Kcm Investment Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 2,396 shares of IWD stock, worth $464,296. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,396
Previous 2,396 -0.0%
Holding current value
$464,296
Previous $418,000 8.61%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
BUY
$169.4 - $179.05 $184,137 - $194,627
1,087 Added 83.04%
2,396 $418,000
Q1 2024

May 07, 2024
SELL
$161.84 - $179.11 $72,828 - $80,599
-450 Reduced 25.58%
1,309 $234,000
Q1 2023

May 09, 2023
SELL
$145.2 - $161.56 $145,200 - $161,560
-1,000 Reduced 36.25%
1,759 $267,000
Q3 2022

Nov 10, 2022
SELL
$135.99 - $161.15 $47,732 - $56,563
-351 Reduced 11.29%
2,759 $375,000
Q2 2022

Aug 15, 2022
SELL
$140.99 - $168.41 $81,351 - $97,172
-577 Reduced 15.65%
3,110 $451,000
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $90,675 - $98,384
577 Added 18.55%
3,687 $612,000
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $4,556 - $4,874
-29 Reduced 0.92%
3,110 $522,000
Q2 2021

Aug 12, 2021
SELL
$152.86 - $162.4 $98,288 - $104,423
-643 Reduced 17.0%
3,139 $498,000
Q4 2020

Feb 19, 2021
SELL
$115.84 - $136.73 $40,544 - $47,855
-350 Reduced 8.47%
3,782 $517,000
Q3 2020

Nov 16, 2020
SELL
$111.27 - $124.26 $65,983 - $73,686
-593 Reduced 12.55%
4,132 $488,000
Q2 2020

Aug 14, 2020
SELL
$94.52 - $125.14 $273,635 - $362,280
-2,895 Reduced 37.99%
4,725 $532,000
Q1 2020

Apr 27, 2020
BUY
$85.17 - $138.52 $16,437 - $26,734
193 Added 2.6%
7,620 $756,000
Q3 2019

Nov 15, 2019
BUY
$127.92 - $130.25 $165,656 - $168,673
1,295 Added 21.12%
7,427 $953,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,500 Added 32.38%
6,132 $780,000
Q4 2018

Feb 12, 2019
SELL
N/A
-450 Reduced 8.85%
4,632 $514,000
Q3 2018

Nov 07, 2018
SELL
N/A
-100 Reduced 1.93%
5,082 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-205 Reduced 3.81%
5,182 $629,000
Q4 2017

Feb 22, 2018
BUY
N/A
3,505 Added 186.24%
5,387 $670,000
Q3 2017

Nov 13, 2017
BUY
N/A
1,882
1,882 $223,000

Others Institutions Holding IWD

# of Institutions
1,733
Shares Held
255M
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
Track This Portfolio

Track Kcm Investment Advisors LLC Portfolio

Follow Kcm Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email