Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Russell 1000 Val ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 16,923 shares of IWD stock, worth $3.27 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,923
Previous 16,701 1.33%
Holding current value
$3.27 Million
Previous $3.17 Million 1.17%
% of portfolio
0.12%
Previous 0.13%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$183.23 - $199.79 $40,677 - $44,353
222 Added 1.33%
16,923 $3.13 Million
Q3 2024

Nov 08, 2024
SELL
$173.36 - $189.8 $2.42 Million - $2.65 Million
-13,959 Reduced 45.53%
16,701 $3.17 Million
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $2.03 Million - $2.15 Million
11,999 Added 64.3%
30,660 $5.35 Million
Q1 2024

Apr 30, 2024
BUY
$161.84 - $179.11 $2.66 Million - $2.95 Million
16,457 Added 746.69%
18,661 $3.34 Million
Q4 2023

Jan 30, 2024
BUY
$143.69 - $165.7 $62,361 - $71,913
434 Added 24.52%
2,204 $364,000
Q3 2023

Oct 17, 2023
BUY
$151.73 - $163.56 $98,776 - $106,477
651 Added 58.18%
1,770 $268,000
Q2 2023

Jul 19, 2023
BUY
$148.55 - $157.83 $43,970 - $46,717
296 Added 35.97%
1,119 $176,000
Q1 2023

May 10, 2023
BUY
$145.2 - $161.56 $66,792 - $74,317
460 Added 126.72%
823 $125,000
Q4 2022

Feb 14, 2023
SELL
$136.78 - $158.99 $18,738 - $21,781
-137 Reduced 27.4%
363 $55,000
Q3 2022

Oct 26, 2022
BUY
$135.99 - $161.15 $19,174 - $22,722
141 Added 39.28%
500 $68,000
Q2 2022

Aug 10, 2022
SELL
$140.99 - $168.41 $56,255 - $67,195
-399 Reduced 52.64%
359 $52,000
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $63,174 - $68,545
402 Added 112.92%
758 $125,000
Q4 2021

Feb 14, 2022
SELL
$157.12 - $168.08 $145,336 - $155,474
-925 Reduced 72.21%
356 $59,000
Q3 2021

Nov 02, 2021
BUY
$154.62 - $164.07 $120,294 - $127,646
778 Added 154.67%
1,281 $200,000
Q2 2021

Jul 27, 2021
BUY
$152.86 - $162.4 $76,888 - $81,687
503 New
503 $79,000
Q3 2019

Oct 09, 2019
SELL
$127.92 - $130.25 $12,280 - $12,504
-96 Closed
0 $0
Q2 2019

Aug 14, 2019
BUY
N/A
96 New
96 $12,000
Q4 2018

Feb 13, 2019
SELL
N/A
-311 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-107 Reduced 25.6%
311 $39,000
Q1 2018

May 15, 2018
BUY
N/A
107 Added 34.41%
418 $50,000
Q4 2017

Feb 08, 2018
BUY
N/A
311
311 $39,000

Others Institutions Holding IWD

# of Institutions
1,755
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
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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