Marcum Wealth, LLC Ishares Russell 1000 Val ETF Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,467 shares of IWD stock, worth $1.46 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,467
Previous 6,860 8.85%
Holding current value
$1.46 Million
Previous $1.3 Million 6.14%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jan 13, 2025
BUY
$183.23 - $199.79 $111,220 - $121,272
607 Added 8.85%
7,467 $1.38 Million
Q3 2024

Oct 08, 2024
SELL
$173.36 - $189.8 $28,951 - $31,696
-167 Reduced 2.38%
6,860 $1.3 Million
Q2 2024

Jul 02, 2024
BUY
$169.4 - $179.05 $39,978 - $42,255
236 Added 3.48%
7,027 $1.23 Million
Q1 2024

Apr 10, 2024
SELL
$161.84 - $179.11 $274,156 - $303,412
-1,694 Reduced 19.96%
6,791 $1.22 Million
Q4 2023

Jan 10, 2024
BUY
$143.69 - $165.7 $370,863 - $427,671
2,581 Added 43.72%
8,485 $1.4 Million
Q3 2023

Oct 10, 2023
SELL
$151.73 - $163.56 $3,034 - $3,271
-20 Reduced 0.34%
5,904 $896,000
Q2 2023

Jul 13, 2023
SELL
$148.55 - $157.83 $73,680 - $78,283
-496 Reduced 7.73%
5,924 $934,000
Q1 2023

Apr 19, 2023
SELL
$145.2 - $161.56 $273,556 - $304,379
-1,884 Reduced 22.69%
6,420 $977,000
Q4 2022

Jan 12, 2023
SELL
$136.78 - $158.99 $13,951 - $16,216
-102 Reduced 1.21%
8,304 $0
Q3 2022

Oct 11, 2022
SELL
$135.99 - $161.15 $199,769 - $236,729
-1,469 Reduced 14.88%
8,406 $1.14 Million
Q2 2022

Jul 14, 2022
SELL
$140.99 - $168.41 $308,627 - $368,649
-2,189 Reduced 18.14%
9,875 $1.43 Million
Q1 2022

Apr 20, 2022
SELL
$157.15 - $170.51 $382,345 - $414,850
-2,433 Reduced 16.78%
12,064 $2 Million
Q4 2021

Feb 01, 2022
BUY
$157.12 - $168.08 $200,642 - $214,638
1,277 Added 9.66%
14,497 $2.44 Million
Q3 2021

Nov 08, 2021
BUY
$154.62 - $164.07 $1.04 Million - $1.1 Million
6,725 Added 103.54%
13,220 $2.07 Million
Q2 2021

Aug 10, 2021
BUY
$152.86 - $162.4 $16,814 - $17,864
110 Added 1.72%
6,495 $1.03 Million
Q1 2021

May 11, 2021
BUY
$134.89 - $153.0 $861,272 - $976,905
6,385 New
6,385 $968,000

Others Institutions Holding IWD

# of Institutions
1,769
Shares Held
257M
Call Options Held
606K
Put Options Held
653K
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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