A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 3,066 shares of IWD stock, worth $601,273. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,066
Previous 3,396 9.72%
Holding current value
$601,273
Previous $592,000 1.86%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$173.36 - $189.8 $57,208 - $62,634
-330 Reduced 9.72%
3,066 $581,000
Q2 2024

Jul 31, 2024

SELL
$169.4 - $179.05 $6,776 - $7,162
-40 Reduced 1.16%
3,396 $592,000
Q1 2024

May 06, 2024

SELL
$161.84 - $179.11 $15,698 - $17,373
-97 Reduced 2.75%
3,436 $615,000
Q3 2023

Nov 08, 2023

SELL
$151.73 - $163.56 $24,125 - $26,006
-159 Reduced 4.31%
3,533 $536,000
Q4 2022

Feb 08, 2023

BUY
$136.78 - $158.99 $88,907 - $103,343
650 Added 21.37%
3,692 $559,000
Q3 2022

Dec 09, 2022

BUY
$135.99 - $161.15 $413,681 - $490,218
3,042 New
3,042 $414,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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