A detailed history of Lion Street Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lion Street Advisors, LLC holds 12,914 shares of IWD stock, worth $2.4 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
12,914
Previous 13,234 2.42%
Holding current value
$2.4 Million
Previous $2.31 Million 6.2%
% of portfolio
0.87%
Previous 0.87%

Shares

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

Oct 10, 2024

SELL
$173.36 - $189.8 $55,475 - $60,736
-320 Reduced 2.42%
12,914 $2.45 Million
Q2 2024

Jul 12, 2024

SELL
$169.4 - $179.05 $93,170 - $98,477
-550 Reduced 3.99%
13,234 $2.31 Million
Q4 2023

Jan 09, 2024

BUY
$143.69 - $165.7 $258,642 - $298,260
1,800 Added 15.02%
13,784 $2.28 Million
Q3 2023

Oct 19, 2023

SELL
$151.73 - $163.56 $211,511 - $228,002
-1,394 Reduced 10.42%
11,984 $1.82 Million
Q2 2023

Jul 28, 2023

BUY
$148.55 - $157.83 $1.21 Million - $1.29 Million
8,144 Added 155.6%
13,378 $2.11 Million
Q1 2023

Apr 12, 2023

BUY
$145.2 - $161.56 $759,976 - $845,605
5,234 New
5,234 $796,000
Q4 2021

Jan 20, 2022

SELL
$157.12 - $168.08 $216,040 - $231,110
-1,375 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$154.62 - $164.07 $212,602 - $225,596
1,375 New
1,375 $216,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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