Lws Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Lws Wealth Advisors, Inc.

  • $255 Million
  • Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 3,911 shares of IWD stock, worth $760,181. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,911
Previous 3,983 1.81%
Holding current value
$760,181
Previous $604,000 6.95%
% of portfolio
0.25%
Previous 0.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$143.69 - $165.7 $10,345 - $11,930
-72 Reduced 1.81%
3,911 $646,000
Q3 2023

Nov 13, 2023
SELL
$151.73 - $163.56 $5,765 - $6,215
-38 Reduced 0.95%
3,983 $604,000
Q2 2023

Jul 28, 2023
BUY
$148.55 - $157.83 $45,604 - $48,453
307 Added 8.27%
4,021 $634,000
Q1 2023

Apr 28, 2023
SELL
$145.2 - $161.56 $76,084 - $84,657
-524 Reduced 12.36%
3,714 $565,000
Q4 2022

Feb 14, 2023
SELL
$136.78 - $158.99 $29,134 - $33,864
-213 Reduced 4.79%
4,238 $642,000
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $143,469 - $170,013
-1,055 Reduced 19.16%
4,451 $605,000
Q2 2022

Aug 05, 2022
BUY
$140.99 - $168.41 $211,062 - $252,109
1,497 Added 37.34%
5,506 $798,000
Q1 2022

May 10, 2022
SELL
$157.15 - $170.51 $785 - $852
-5 Reduced 0.12%
4,009 $665,000
Q3 2021

Nov 09, 2021
BUY
$154.62 - $164.07 $154 - $164
1 Added 0.02%
4,014 $628,000
Q2 2021

Jul 23, 2021
BUY
$152.86 - $162.4 $152,095 - $161,588
995 Added 32.97%
4,013 $636,000
Q1 2021

Apr 29, 2021
BUY
$134.89 - $153.0 $269 - $306
2 Added 0.07%
3,018 $457,000
Q4 2020

Jan 20, 2021
BUY
$115.84 - $136.73 $347 - $410
3 Added 0.1%
3,016 $412,000
Q3 2020

Nov 10, 2020
SELL
$111.27 - $124.26 $667 - $745
-6 Reduced 0.2%
3,013 $356,000
Q2 2020

Aug 05, 2020
SELL
$94.52 - $125.14 $50,190 - $66,449
-531 Reduced 14.96%
3,019 $340,000
Q1 2020

May 04, 2020
SELL
$85.17 - $138.52 $2,299 - $3,740
-27 Reduced 0.75%
3,550 $352,000
Q4 2019

Feb 06, 2020
BUY
$123.85 - $136.67 $443,011 - $488,868
3,577 New
3,577 $488,000

About ISHARES RUSSELL 1000 VAL ETF

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