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

Lji Wealth Management, LLC

  • $387 Billion
  • Q1 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,060 shares of IWD stock, worth $358,007. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,060
Previous 2,330 11.59%
Holding current value
$358,007
Previous $385 Million 4.17%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $43,696 - $48,359
-270 Reduced 11.59%
2,060 $369 Million
Q3 2023

Feb 02, 2024
SELL
$151.73 - $163.56 $55.4 Million - $59.8 Million
-365,414 Reduced 99.37%
2,330 $354 Million
Q2 2023

Feb 02, 2024
BUY
$148.55 - $157.83 $54.3 Million - $57.6 Million
365,210 Added 14412.39%
367,744 $368 Million
Q1 2023

Feb 02, 2024
BUY
$145.2 - $161.56 $29,620 - $32,958
204 Added 8.76%
2,534 $386 Million
Q4 2022

Jan 02, 2024
BUY
$148.0 - $158.99 $344,840 - $370,446
2,330 New
2,330 $353 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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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