Oarsman Capital, Inc. Ishares Russell 1000 Val ETF Transaction History

Oarsman Capital, Inc.

$562 Million
Q4 2024

A detailed history of Oarsman Capital, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Oarsman Capital, Inc. holds 20,213 shares of IWD stock, worth $3.83 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

20,213

Previous 20,073 0.7%

Holding current value

$3.83 Million

Previous $3.81 Million 1.76%

% of portfolio

0.67%

Previous 0.71%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$183.23 - $199.79 $25,652 - $27,970	140 Added 0.7%	20,213 $3.74 Million
Q3 2024 Nov 08, 2024	BUY	$173.36 - $189.8 $75,931 - $83,132	438 Added 2.23%	20,073 $3.81 Million
Q2 2024 Aug 12, 2024	BUY	$169.4 - $179.05 $274,428 - $290,061	1,620 Added 8.99%	19,635 $3.43 Million
Q1 2024 May 15, 2024	BUY	$161.84 - $179.11 $356,857 - $394,937	2,205 Added 13.95%	18,015 $3.23 Million
Q4 2023 Feb 16, 2024	BUY	$143.69 - $165.7 $2.27 Million - $2.62 Million	15,810 New	15,810 $2.61 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-2,479 Closed	0 $0
Q1 2018 May 14, 2018	SELL	N/A	-7 Reduced 0.28%	2,479 $297,000
Q4 2017 Feb 08, 2018	SELL	N/A	-163 Reduced 6.15%	2,486 $309,000
Q3 2017 Nov 13, 2017	BUY	N/A	2,649	2,649 $314,000

Others Institutions Holding IWD

# of Institutions

1,882

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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Oarsman Capital, Inc. Ishares Russell 1000 Val ETF Transaction History