Kowal Investment Group, LLC Ishares Russell 1000 Val ETF Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 1,863 shares of IWD stock, worth $365,352. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,863
Previous 1,856 0.38%
Holding current value
$365,352
Previous $323,000 9.29%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 16, 2024
BUY
$173.36 - $189.8 $1,213 - $1,328
7 Added 0.38%
1,863 $353,000
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $847 - $895
5 Added 0.27%
1,856 $323,000
Q1 2024

Apr 18, 2024
SELL
$161.84 - $179.11 $3.68 Million - $4.07 Million
-22,728 Reduced 92.47%
1,851 $331,000
Q4 2023

Jan 22, 2024
BUY
$143.69 - $165.7 $3.3 Million - $3.81 Million
22,992 Added 1448.77%
24,579 $4.06 Million
Q3 2023

Oct 25, 2023
BUY
$151.73 - $163.56 $2,275 - $2,453
15 Added 0.95%
1,587 $240,000
Q2 2023

Jul 18, 2023
SELL
$148.55 - $157.83 $6,239 - $6,628
-42 Reduced 2.6%
1,572 $248,000
Q1 2023

Apr 21, 2023
SELL
$145.2 - $161.56 $1.6 Million - $1.78 Million
-11,004 Reduced 87.21%
1,614 $245,000
Q4 2022

Jan 25, 2023
BUY
$136.78 - $158.99 $1.38 Million - $1.61 Million
10,121 Added 405.33%
12,618 $0
Q3 2022

Nov 09, 2022
BUY
$135.99 - $161.15 $2,039 - $2,417
15 Added 0.6%
2,497 $340,000
Q2 2022

Aug 15, 2022
BUY
$140.99 - $168.41 $60,061 - $71,742
426 Added 20.72%
2,482 $360,000
Q1 2022

Apr 15, 2022
BUY
$157.15 - $170.51 $323,100 - $350,568
2,056 New
2,056 $341,000
Q4 2021

Feb 11, 2022
SELL
$157.12 - $168.08 $78,874 - $84,376
-502 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$154.62 - $164.07 $77,619 - $82,363
502 New
502 $78,000

Others Institutions Holding IWD

# of Institutions
1,715
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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