One Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 14,284 shares of IWD stock, worth $2.76 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
14,284
Previous 3,556 301.69%
Holding current value
$2.76 Million
Previous $674,000 292.28%
% of portfolio
0.4%
Previous 0.11%

Shares

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

Jan 24, 2025
BUY
$183.23 - $199.79 $1.97 Million - $2.14 Million
10,728 Added 301.69%
14,284 $2.64 Million
Q1 2024

Apr 15, 2024
SELL
$161.84 - $179.11 $778,612 - $861,698
-4,811 Reduced 57.5%
3,556 $636,000
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $691,292 - $797,182
4,811 Added 135.29%
8,367 $1.38 Million
Q1 2023

May 15, 2023
SELL
$145.2 - $161.56 $1.05 Million - $1.17 Million
-7,230 Reduced 67.03%
3,556 $541,000
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $988,919 - $1.15 Million
7,230 Added 203.32%
10,786 $1.64 Million
Q3 2022

Nov 14, 2022
BUY
$135.99 - $161.15 $24,478 - $29,007
180 Added 5.33%
3,556 $484,000
Q1 2022

May 16, 2022
SELL
$157.15 - $170.51 $404,661 - $439,063
-2,575 Reduced 43.27%
3,376 $560,000
Q4 2021

Feb 14, 2022
BUY
$157.12 - $168.08 $404,584 - $432,806
2,575 Added 76.27%
5,951 $999,000
Q2 2021

Aug 16, 2021
BUY
$152.86 - $162.4 $146,745 - $155,904
960 Added 39.74%
3,376 $536,000
Q1 2021

May 17, 2021
SELL
$134.89 - $153.0 $105,483 - $119,646
-782 Reduced 24.45%
2,416 $366,000
Q4 2020

Feb 16, 2021
BUY
$115.84 - $136.73 $75,180 - $88,737
649 Added 25.46%
3,198 $437,000
Q2 2020

Aug 14, 2020
SELL
$94.52 - $125.14 $68,054 - $90,100
-720 Reduced 22.03%
2,549 $287,000
Q1 2020

May 15, 2020
SELL
$85.17 - $138.52 $195,379 - $317,764
-2,294 Reduced 41.24%
3,269 $324,000
Q4 2019

Feb 13, 2020
BUY
$123.85 - $136.67 $300,583 - $331,698
2,427 Added 77.39%
5,563 $759,000
Q3 2019

Nov 14, 2019
BUY
$127.92 - $130.25 $401,157 - $408,464
3,136 New
3,136 $402,000
Q2 2019

Aug 14, 2019
SELL
N/A
-1,044 Closed
0 $0
Q1 2019

May 15, 2019
SELL
N/A
-35,047 Reduced 97.11%
1,044 $129,000
Q4 2018

Feb 15, 2019
BUY
N/A
33,927 Added 1567.79%
36,091 $4.01 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-500 Reduced 18.77%
2,164 $276,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,620 Added 155.17%
2,664 $323,000
Q1 2018

May 15, 2018
BUY
N/A
391 Added 59.88%
1,044 $125,000
Q4 2017

Feb 14, 2018
BUY
N/A
653
653 $81,000

Others Institutions Holding IWD

# of Institutions
1,761
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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