A detailed history of My Purposeful Wealth Corp. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 1,204 shares of IWD stock, worth $236,116. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,204
Previous 1,255 4.06%
Holding current value
$236,116
Previous $219 Million 4.34%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 29, 2024

SELL
$173.36 - $189.8 $8,841 - $9,679
-51 Reduced 4.06%
1,204 $228 Million
Q2 2024

Jul 31, 2024

SELL
$169.4 - $179.05 $6,776 - $7,162
-40 Reduced 3.09%
1,255 $219 Million
Q1 2024

Apr 29, 2024

SELL
$161.84 - $179.11 $57,938 - $64,121
-358 Reduced 21.66%
1,295 $232 Million
Q4 2023

Feb 06, 2024

BUY
$143.69 - $165.7 $34,485 - $39,768
240 Added 16.99%
1,653 $273 Million
Q3 2023

Nov 14, 2023

BUY
$151.73 - $163.56 $15,172 - $16,356
100 Added 7.62%
1,413 $215 Million
Q2 2023

Jul 24, 2023

BUY
$148.55 - $157.83 $195,046 - $207,230
1,313 New
1,313 $207 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track My Purposeful Wealth Corp. Portfolio

Follow My Purposeful Wealth Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Purposeful Wealth Corp., based on Form 13F filings with the SEC.

News

Stay updated on My Purposeful Wealth Corp. with notifications on news.