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 $3.22 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,923
Previous 16,701 1.33%
Holding current value
$3.22 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
1,878
Shares Held
284M
Call Options Held
1.31M
Put Options Held
1.09M
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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, 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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email