Keebeck Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Keebeck Wealth Management, LLC

  • $667 Million
  • Q3 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 1,250 shares of IWD stock, worth $231,912. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,250
Previous 2,213 43.52%
Holding current value
$231,912
Previous $386,000 38.6%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Nov 14, 2024
SELL
$173.36 - $189.8 $166,945 - $182,777
-963 Reduced 43.52%
1,250 $237,000
Q4 2023

Feb 14, 2024
SELL
$143.69 - $165.7 $37,215 - $42,916
-259 Reduced 10.48%
2,213 $365,000
Q3 2023

Nov 14, 2023
SELL
$151.73 - $163.56 $2,731 - $2,944
-18 Reduced 0.72%
2,472 $375,000
Q2 2023

Aug 14, 2023
SELL
$148.55 - $157.83 $3,862 - $4,103
-26 Reduced 1.03%
2,490 $392,000
Q1 2023

May 15, 2023
BUY
$145.2 - $161.56 $81,457 - $90,635
561 Added 28.7%
2,516 $383,000
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $26,926 - $31,907
-198 Reduced 9.2%
1,955 $266,000
Q2 2022

Aug 15, 2022
SELL
$140.99 - $168.41 $32,568 - $38,902
-231 Reduced 9.69%
2,153 $312,000
Q4 2020

Feb 16, 2021
SELL
$115.84 - $136.73 $15,406 - $18,185
-133 Reduced 5.28%
2,384 $326,000
Q2 2020

Aug 06, 2020
BUY
$94.52 - $125.14 $19,187 - $25,403
203 Added 8.77%
2,517 $283,000
Q1 2020

May 14, 2020
BUY
$85.17 - $138.52 $91,387 - $148,631
1,073 Added 86.46%
2,314 $229,000
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $153,697 - $169,607
1,241 New
1,241 $169,000

Others Institutions Holding IWD

# of Institutions
1,716
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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