Liberty Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,359 shares of IWD stock, worth $258,658. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,359
Previous 1,409 3.55%
Holding current value
$258,658
Previous $267,000 5.99%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Feb 07, 2025
SELL
$183.23 - $199.79 $9,161 - $9,989
-50 Reduced 3.55%
1,359 $251,000
Q3 2024

Nov 01, 2024
SELL
$173.36 - $189.8 $5.78 Million - $6.33 Million
-33,364 Reduced 95.95%
1,409 $267,000
Q2 2024

Aug 06, 2024
BUY
$169.4 - $179.05 $5.63 Million - $5.95 Million
33,242 Added 2171.26%
34,773 $316,000
Q1 2024

May 02, 2024
BUY
$161.84 - $179.11 $33,824 - $37,433
209 Added 15.81%
1,531 $274,000
Q4 2023

Feb 08, 2024
SELL
$143.69 - $165.7 $5,029 - $5,799
-35 Reduced 2.58%
1,322 $218,000
Q2 2023

Aug 10, 2023
BUY
$148.55 - $157.83 $148 - $157
1 Added 0.07%
1,357 $214,000
Q1 2023

May 03, 2023
BUY
$145.2 - $161.56 $196,891 - $219,075
1,356 New
1,356 $206,000
Q2 2022

Aug 15, 2022
SELL
$140.99 - $168.41 $187,657 - $224,153
-1,331 Closed
0 $0
Q4 2021

Feb 15, 2022
SELL
$157.12 - $168.08 $154,920 - $165,726
-986 Reduced 42.56%
1,331 $223,000
Q3 2021

Nov 15, 2021
BUY
$154.62 - $164.07 $145,806 - $154,718
943 Added 68.63%
2,317 $372,000
Q2 2021

Aug 13, 2021
BUY
$152.86 - $162.4 $33.1 Million - $35.2 Million
216,672 Added 16389.71%
217,994 $1.37 Million
Q2 2021

Aug 13, 2021
SELL
$152.86 - $162.4 $33.1 Million - $35.2 Million
-216,620 Reduced 99.37%
1,374 $218,000
Q4 2020

Feb 09, 2021
SELL
$115.84 - $136.73 $20,272 - $23,927
-175 Reduced 11.69%
1,322 $181,000
Q3 2020

Nov 05, 2020
BUY
$111.27 - $124.26 $111 - $124
1 Added 0.07%
1,497 $177,000
Q2 2020

Aug 04, 2020
SELL
$94.52 - $125.14 $28,261 - $37,416
-299 Reduced 16.66%
1,496 $168,000
Q1 2020

Apr 27, 2020
BUY
$85.17 - $138.52 $85 - $138
1 Added 0.06%
1,795 $178,000
Q4 2019

Feb 05, 2020
BUY
$123.85 - $136.67 $123 - $136
1 Added 0.06%
1,794 $245,000
Q3 2019

Oct 30, 2019
BUY
$127.92 - $130.25 $127 - $130
1 Added 0.06%
1,793 $230,000
Q2 2019

Jul 30, 2019
BUY
N/A
1 Added 0.06%
1,792 $228,000
Q1 2019

Apr 18, 2019
SELL
N/A
-24 Reduced 1.32%
1,791 $221,000
Q4 2018

Mar 26, 2019
BUY
N/A
1,815 New
1,815 $201,000

Others Institutions Holding IWD

# of Institutions
1,878
Shares Held
284M
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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