Kcm Investment Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Kcm Investment Advisors LLC

  • $2.85 Billion
  • Q4 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 1,255 shares of IWD stock, worth $234,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,255
Previous 2,396 47.62%
Holding current value
$234,873
Previous $454,000 48.9%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 12, 2025
SELL
$183.23 - $199.79 $209,065 - $227,960
-1,141 Reduced 47.62%
1,255 $232,000
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
1,883
Shares Held
285M
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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