A detailed history of Mcdonald Partners LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mcdonald Partners LLC holds 1,915 shares of IWD stock, worth $373,693. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,915
Previous 1,915 -0.0%
Holding current value
$373,693
Previous $334,000 8.68%
% of portfolio
0.09%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$169.4 - $179.05 $1,863 - $1,969
-11 Reduced 0.57%
1,915 $334,000
Q4 2023

Feb 12, 2024

BUY
$143.69 - $165.7 $21,553 - $24,855
150 Added 8.45%
1,926 $318,000
Q3 2022

Oct 21, 2022

SELL
$135.99 - $161.15 $1.04 Million - $1.24 Million
-7,666 Reduced 81.19%
1,776 $242,000
Q2 2022

Jul 25, 2022

SELL
$140.99 - $168.41 $211,485 - $252,615
-1,500 Reduced 13.71%
9,442 $1.37 Million
Q1 2022

Apr 29, 2022

BUY
$157.15 - $170.51 $1.68 Million - $1.82 Million
10,682 Added 4108.46%
10,942 $1.82 Million
Q4 2021

Jan 31, 2022

SELL
$157.12 - $168.08 $1.17 Million - $1.25 Million
-7,458 Reduced 96.63%
260 $0
Q3 2021

Nov 24, 2021

SELL
$154.62 - $164.07 $607,656 - $644,795
-3,930 Reduced 33.74%
7,718 $1.21 Million
Q3 2021

Oct 28, 2021

BUY
$154.62 - $164.07 $606,728 - $643,810
3,924 Added 50.8%
11,648 $1.82 Million
Q2 2021

Nov 24, 2021

SELL
$152.86 - $162.4 $600,739 - $638,232
-3,930 Reduced 33.72%
7,724 $1.23 Million
Q2 2021

Jul 23, 2021

BUY
$152.86 - $162.4 $606,089 - $643,916
3,965 Added 51.57%
11,654 $1.85 Million
Q1 2021

Nov 24, 2021

SELL
$134.89 - $153.0 $522,698 - $592,875
-3,875 Reduced 33.51%
7,689 $1.17 Million
Q1 2021

Apr 15, 2021

BUY
$134.89 - $153.0 $882,585 - $1 Million
6,543 Added 130.31%
11,564 $1.75 Million
Q4 2020

Feb 16, 2021

BUY
$115.84 - $136.73 $581,632 - $686,521
5,021 New
5,021 $687,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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