Mycio Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Mycio Wealth Partners, LLC

  • $423 Million
  • Q1 2025

A detailed history of Mycio Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 8,715 shares of IWD stock, worth $1.65 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
8,715
Previous 11,975 27.22%
Holding current value
$1.65 Million
Previous $2.22 Million 26.04%
% of portfolio
0.39%
Previous 0.53%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$182.82 - $196.21 $595,993 - $639,644
-3,260 Reduced 27.22%
8,715 $1.64 Million
Q4 2024

Jan 29, 2025
SELL
$183.23 - $199.79 $18,506 - $20,178
-101 Reduced 0.84%
11,975 $2.22 Million
Q3 2024

Oct 25, 2024
BUY
$173.36 - $189.8 $429,239 - $469,944
2,476 Added 25.79%
12,076 $2.29 Million
Q2 2024

Aug 12, 2024
SELL
$169.4 - $179.05 $61,322 - $64,816
-362 Reduced 3.63%
9,600 $1.67 Million
Q1 2024

May 07, 2024
SELL
$161.84 - $179.11 $208,126 - $230,335
-1,286 Reduced 11.43%
9,962 $1.78 Million
Q4 2023

Jan 30, 2024
BUY
$143.69 - $165.7 $5,747 - $6,628
40 Added 0.36%
11,248 $1.86 Million
Q2 2023

Aug 04, 2023
BUY
$148.55 - $157.83 $1,931 - $2,051
13 Added 0.12%
11,208 $1.77 Million
Q1 2023

May 09, 2023
BUY
$145.2 - $161.56 $2,323 - $2,584
16 Added 0.14%
11,195 $1.7 Million
Q4 2022

Jan 25, 2023
BUY
$136.78 - $158.99 $5,744 - $6,677
42 Added 0.38%
11,179 $0
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $879,719 - $1.04 Million
6,469 Added 138.58%
11,137 $1.52 Million
Q2 2022

Aug 02, 2022
BUY
$140.99 - $168.41 $1,973 - $2,357
14 Added 0.3%
4,668 $677,000
Q1 2022

May 09, 2022
BUY
$157.15 - $170.51 $2,200 - $2,387
14 Added 0.3%
4,654 $772,000
Q4 2021

Feb 08, 2022
SELL
$157.12 - $168.08 $74,160 - $79,333
-472 Reduced 9.23%
4,640 $779,000
Q2 2021

Aug 09, 2021
BUY
$152.86 - $162.4 $4,280 - $4,547
28 Added 0.55%
5,112 $811,000
Q4 2020

Feb 09, 2021
BUY
$115.84 - $136.73 $1,737 - $2,050
15 Added 0.3%
5,084 $695,000
Q3 2020

Nov 12, 2020
BUY
$111.27 - $124.26 $2,447 - $2,733
22 Added 0.44%
5,069 $599,000
Q2 2020

Aug 13, 2020
BUY
$94.52 - $125.14 $4,726 - $6,257
50 Added 1.0%
5,047 $568,000
Q1 2020

May 14, 2020
SELL
$85.17 - $138.52 $2.91 Million - $4.74 Million
-34,189 Reduced 87.25%
4,997 $496,000
Q4 2019

Feb 13, 2020
SELL
$123.85 - $136.67 $358,050 - $395,112
-2,891 Reduced 6.87%
39,186 $5.35 Million
Q3 2019

Nov 12, 2019
BUY
$127.92 - $130.25 $170,005 - $173,102
1,329 Added 3.26%
42,077 $5.4 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-1,424 Reduced 3.38%
40,748 $5.18 Million
Q1 2019

Apr 18, 2019
SELL
N/A
-13,645 Reduced 24.45%
42,172 $5.21 Million
Q4 2018

Jan 22, 2019
BUY
N/A
37,898 Added 211.5%
55,817 $6.17 Million
Q3 2018

Oct 25, 2018
BUY
N/A
60 Added 0.34%
17,919 $2.27 Million
Q2 2018

Jul 19, 2018
BUY
N/A
4 Added 0.02%
17,859 $2.17 Million
Q1 2018

Apr 27, 2018
BUY
N/A
310 Added 1.77%
17,855 $2.14 Million
Q4 2017

Jan 31, 2018
BUY
N/A
180 Added 1.04%
17,545 $2.19 Million
Q3 2017

Oct 19, 2017
BUY
N/A
733 Added 4.41%
17,365 $2.06 Million
Q2 2017

Aug 10, 2017
BUY
N/A
225 Added 1.37%
16,632 $1.94 Million
Q2 2017

Aug 08, 2017
BUY
N/A
16,407
16,407 $1.89 Million

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Mycio Wealth Partners, LLC Portfolio

Follow Mycio Wealth Partners, LLC 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 Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email