Keystone Wealth Services, LLC Ishares Russell 1000 Val ETF Transaction History

Keystone Wealth Services, LLC

$284 Million
Q1 2024

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 8,573 shares of IWD stock, worth $1.49 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

8,573

Previous 8,560 0.15%

Holding current value

$1.49 Million

Previous $1.41 Million 8.56%

% of portfolio

0.54%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$161.84 - $179.11 $2,103 - $2,328	13 Added 0.15%	8,573 $1.54 Million
Q4 2023 Jan 17, 2024	SELL	$143.69 - $165.7 $5,460 - $6,296	-38 Reduced 0.44%	8,560 $1.41 Million
Q2 2023 Jul 20, 2023	BUY	$148.55 - $157.83 $1,782 - $1,893	12 Added 0.14%	8,598 $1.36 Million
Q1 2023 Apr 07, 2023	BUY	$145.2 - $161.56 $2,032 - $2,261	14 Added 0.16%	8,586 $1.31 Million
Q4 2022 Feb 09, 2023	BUY	$148.0 - $158.99 $18,352 - $19,714	124 Added 1.47%	8,572 $1.3 Million

Q2 2022 Jul 13, 2022	SELL	N/A	-755 Reduced 8.2%	8,448 $1.23 Million
Q1 2022 Apr 21, 2022	BUY	N/A	2,800 Added 43.73%	9,203 $1.53 Million
Q4 2021 Feb 14, 2022	BUY	N/A	6,403 New	6,403 $1.08 Million

Others Institutions Holding IWD

# of Institutions

1,635

Shares Held

251M

Call Options Held

509K

Put Options Held

50K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Keystone Wealth Services, LLC Ishares Russell 1000 Val ETF Transaction History