Merit Financial Group, LLC Ishares Russell 1000 Val ETF Transaction History

Merit Financial Group, LLC

  • $4.59 Billion
  • Q3 2024

A detailed history of Merit Financial Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Merit Financial Group, LLC holds 8,235 shares of IWD stock, worth $1.61 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,235
Previous 5,201 58.33%
Holding current value
$1.61 Million
Previous $907,000 72.33%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 17, 2024
BUY
$173.36 - $189.8 $525,974 - $575,853
3,034 Added 58.33%
8,235 $1.56 Million
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $8,300 - $8,773
49 Added 0.95%
5,201 $907,000
Q1 2024

May 06, 2024
BUY
$161.84 - $179.11 $178,024 - $197,021
1,100 Added 27.15%
5,152 $922,000
Q4 2023

Feb 06, 2024
BUY
$143.69 - $165.7 $235,651 - $271,748
1,640 Added 67.99%
4,052 $669,000
Q3 2023

Nov 07, 2023
BUY
$151.73 - $163.56 $72,982 - $78,672
481 Added 24.91%
2,412 $366,000
Q2 2023

Aug 01, 2023
SELL
$148.55 - $157.83 $148,401 - $157,672
-999 Reduced 34.1%
1,931 $304,000
Q1 2023

Apr 24, 2023
SELL
$145.2 - $161.56 $19,166 - $21,325
-132 Reduced 4.31%
2,930 $446,000
Q4 2022

Jan 13, 2023
BUY
$136.78 - $158.99 $69,073 - $80,289
505 Added 19.75%
3,062 $0
Q3 2022

Oct 31, 2022
BUY
$135.99 - $161.15 $30,325 - $35,936
223 Added 9.55%
2,557 $348,000
Q2 2022

Aug 08, 2022
BUY
$140.99 - $168.41 $329,070 - $393,068
2,334 New
2,334 $338,000
Q4 2018

Feb 15, 2019
SELL
N/A
-1,572 Closed
0 $0
Q3 2018

Oct 25, 2018
BUY
N/A
107 Added 7.3%
1,572 $242,000
Q2 2018

Aug 07, 2018
BUY
N/A
28 Added 1.95%
1,465 $218,000
Q1 2018

May 14, 2018
SELL
N/A
-211 Reduced 12.8%
1,437 $202,000
Q4 2017

Feb 13, 2018
BUY
N/A
1,648
1,648 $234,000

Others Institutions Holding IWD

# of Institutions
1,711
Shares Held
256M
Call Options Held
603K
Put Options Held
651K
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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