Marshall Financial Group Inc Ishares Russell 1000 Val ETF Transaction History

Marshall Financial Group Inc

  • $331 Million
  • Q3 2024

A detailed history of Marshall Financial Group Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 10,181 shares of IWD stock, worth $1.98 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
10,181
Previous 10,209 0.27%
Holding current value
$1.98 Million
Previous $1.78 Million 8.48%
% of portfolio
0.58%
Previous 0.58%

Shares

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

Nov 04, 2024
SELL
$173.36 - $189.8 $4,854 - $5,314
-28 Reduced 0.27%
10,181 $1.93 Million
Q2 2024

Aug 09, 2024
BUY
$169.4 - $179.05 $3,726 - $3,939
22 Added 0.22%
10,209 $1.78 Million
Q1 2024

May 08, 2024
SELL
$161.84 - $179.11 $13,594 - $15,045
-84 Reduced 0.82%
10,187 $1.82 Million
Q4 2023

Feb 07, 2024
BUY
$143.69 - $165.7 $9,483 - $10,936
66 Added 0.65%
10,271 $1.7 Million
Q3 2023

Nov 02, 2023
SELL
$151.73 - $163.56 $201,497 - $217,207
-1,328 Reduced 11.51%
10,205 $1.55 Million
Q2 2023

Aug 10, 2023
BUY
$148.55 - $157.83 $3,416 - $3,630
23 Added 0.2%
11,533 $1.82 Million
Q1 2023

May 02, 2023
SELL
$145.2 - $161.56 $58,805 - $65,431
-405 Reduced 3.4%
11,510 $1.75 Million
Q4 2022

Feb 03, 2023
BUY
$136.78 - $158.99 $7,659 - $8,903
56 Added 0.47%
11,915 $1.81 Million
Q3 2022

Nov 14, 2022
SELL
$135.99 - $161.15 $62,419 - $73,967
-459 Reduced 3.73%
11,859 $1.61 Million
Q2 2022

Aug 10, 2022
SELL
$140.99 - $168.41 $31,722 - $37,892
-225 Reduced 1.79%
12,318 $1.79 Million
Q1 2022

May 10, 2022
SELL
$157.15 - $170.51 $222,052 - $240,930
-1,413 Reduced 10.12%
12,543 $2.08 Million
Q4 2021

Feb 08, 2022
SELL
$157.12 - $168.08 $174,560 - $186,736
-1,111 Reduced 7.37%
13,956 $2.34 Million
Q2 2021

Jul 29, 2021
SELL
$152.86 - $162.4 $20,788 - $22,086
-136 Reduced 0.89%
15,067 $2.39 Million
Q4 2020

Feb 04, 2021
SELL
$115.84 - $136.73 $32,666 - $38,557
-282 Reduced 1.82%
15,203 $2.08 Million
Q3 2020

Nov 10, 2020
SELL
$111.27 - $124.26 $146,320 - $163,401
-1,315 Reduced 7.83%
15,485 $1.83 Million
Q2 2020

Jul 27, 2020
SELL
$94.52 - $125.14 $226,375 - $299,710
-2,395 Reduced 12.48%
16,800 $1.89 Million
Q1 2020

Apr 23, 2020
SELL
$85.17 - $138.52 $209,433 - $340,620
-2,459 Reduced 11.36%
19,195 $1.9 Million
Q4 2019

Feb 05, 2020
BUY
$123.85 - $136.67 $11,394 - $12,573
92 Added 0.43%
21,654 $2.96 Million
Q2 2019

Jul 23, 2019
BUY
N/A
45 Added 0.21%
21,562 $2.74 Million
Q1 2019

Apr 26, 2019
BUY
N/A
33 Added 0.15%
21,517 $2.66 Million
Q4 2018

Feb 11, 2019
BUY
N/A
21,484 New
21,484 $2.39 Million

Others Institutions Holding IWD

# of Institutions
1,674
Shares Held
257M
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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