Lutz Financial Services LLC Ishares Russell 1000 Val ETF Transaction History

Lutz Financial Services LLC

  • $1.15 Billion
  • Q2 2024

A detailed history of Lutz Financial Services LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,685 shares of IWD stock, worth $698,897. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,685
Previous 3,685 -0.0%
Holding current value
$698,897
Previous $660,000 2.73%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 03, 2024
SELL
$161.84 - $179.11 $22,657 - $25,075
-140 Reduced 3.66%
3,685 $660,000
Q2 2021

Jul 26, 2021
BUY
$152.86 - $162.4 $50,138 - $53,267
328 Added 9.38%
3,825 $607,000
Q1 2020

Apr 27, 2020
BUY
$85.17 - $138.52 $11,923 - $19,392
140 Added 4.17%
3,497 $347,000
Q2 2019

Aug 13, 2019
SELL
N/A
-41 Reduced 1.21%
3,357 $427,000
Q1 2019

May 06, 2019
SELL
N/A
-31 Reduced 0.9%
3,398 $420,000
Q4 2018

Feb 13, 2019
BUY
N/A
31 Added 0.91%
3,429 $381,000
Q4 2017

Apr 17, 2018
BUY
N/A
3,398
3,398 $423,000

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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