A detailed history of Mason Investment Advisory Services, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 3,451 shares of IWD stock, worth $651,445. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,451
Previous 3,433 0.52%
Holding current value
$651,445
Previous $599 Million 9.36%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$173.36 - $189.8 $3,120 - $3,416
18 Added 0.52%
3,451 $655 Million
Q2 2024

Aug 09, 2024

BUY
$169.4 - $179.05 $2,371 - $2,506
14 Added 0.41%
3,433 $599 Million
Q1 2024

May 13, 2024

SELL
$161.84 - $179.11 $135,460 - $149,915
-837 Reduced 19.67%
3,419 $612 Million
Q4 2023

Feb 13, 2024

BUY
$143.69 - $165.7 $611,544 - $705,219
4,256 New
4,256 $703 Million
Q3 2023

Aug 08, 2024

BUY
$151.73 - $163.56 $126,998 - $136,899
837 Added 24.48%
4,256 $646 Million
Q1 2023

Aug 08, 2024

BUY
$145.2 - $161.56 $121,677 - $135,387
838 Added 24.51%
4,257 $648 Million
Q4 2022

Aug 07, 2024

BUY
$136.78 - $158.99 $29,270 - $34,023
214 Added 5.29%
4,257 $646 Million
Q3 2022

Aug 07, 2024

SELL
$135.99 - $161.15 $1.81 Million - $2.14 Million
-13,306 Reduced 76.7%
4,043 $550 Million
Q2 2022

Aug 07, 2024

BUY
$140.99 - $168.41 $1.57 Million - $1.88 Million
11,134 Added 179.15%
17,349 $2.52 Billion
Q1 2022

Aug 07, 2024

BUY
$157.15 - $170.51 $439,391 - $476,745
2,796 Added 81.78%
6,215 $1.03 Billion
Q1 2021

Aug 06, 2024

BUY
$134.89 - $153.0 $432,996 - $491,130
3,210 Added 93.89%
6,629 $1 Billion
Q4 2020

Aug 05, 2024

SELL
$115.84 - $136.73 $9,383 - $11,075
-81 Reduced 1.21%
6,629 $906 Million
Q2 2020

Aug 05, 2024

SELL
$94.52 - $125.14 $117,110 - $155,048
-1,239 Reduced 15.59%
6,710 $756 Million
Q1 2020

Aug 05, 2024

BUY
$85.17 - $138.52 $385,820 - $627,495
4,530 Added 132.49%
7,949 $788 Million
Q1 2019

Aug 02, 2024

BUY
N/A
4,530 Added 132.49%
7,949 $982 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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