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 20,073 shares of IWD stock, worth $3.79 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
20,073
Previous 19,635 2.23%
Holding current value
$3.79 Million
Previous $3.43 Million 11.21%
% of portfolio
0.71%
Previous 0.76%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 1000 VAL ETF


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

Track Oarsman Capital, Inc. Portfolio

Follow Oarsman Capital, Inc. 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 Oarsman Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Oarsman Capital, Inc. with notifications on news.