A detailed history of Pacific Financial Group Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pacific Financial Group Inc holds 5,400 shares of IWD stock, worth $1.07 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
5,400
Previous 5,689 5.08%
Holding current value
$1.07 Million
Previous $992,000 3.23%
% of portfolio
0.75%
Previous 0.7%

Shares

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

Nov 13, 2024

SELL
$173.36 - $189.8 $50,101 - $54,852
-289 Reduced 5.08%
5,400 $1.02 Million
Q2 2024

Aug 02, 2024

SELL
$169.4 - $179.05 $85,038 - $89,883
-502 Reduced 8.11%
5,689 $992,000
Q1 2024

May 09, 2024

SELL
$161.84 - $179.11 $31,396 - $34,747
-194 Reduced 3.04%
6,191 $1.11 Million
Q4 2023

Feb 14, 2024

BUY
$143.69 - $165.7 $20,547 - $23,695
143 Added 2.29%
6,385 $1.06 Million
Q3 2023

Nov 09, 2023

SELL
$151.73 - $163.56 $26,097 - $28,132
-172 Reduced 2.68%
6,242 $947,000
Q2 2023

Aug 11, 2023

BUY
$148.55 - $157.83 $28,373 - $30,145
191 Added 3.07%
6,414 $1.01 Million
Q1 2023

May 17, 2023

BUY
$145.2 - $161.56 $1,306 - $1,454
9 Added 0.14%
6,223 $947,000
Q4 2022

Feb 14, 2023

SELL
$136.78 - $158.99 $13,541 - $15,740
-99 Reduced 1.57%
6,214 $942,000
Q3 2022

Oct 11, 2022

SELL
$135.99 - $161.15 $50,996 - $60,431
-375 Reduced 5.61%
6,313 $859,000
Q2 2022

Jul 13, 2022

SELL
$140.99 - $168.41 $61,894 - $73,931
-439 Reduced 6.16%
6,688 $970,000
Q1 2022

Apr 22, 2022

BUY
$157.15 - $170.51 $8,800 - $9,548
56 Added 0.79%
7,127 $1.18 Million
Q4 2021

Jan 18, 2022

BUY
$157.12 - $168.08 $27,338 - $29,245
174 Added 2.52%
7,071 $1.21 Million
Q3 2021

Oct 19, 2021

BUY
$154.62 - $164.07 $62,775 - $66,612
406 Added 6.25%
6,897 $1.08 Million
Q2 2021

Jul 22, 2021

SELL
$152.86 - $162.4 $1,834 - $1,948
-12 Reduced 0.18%
6,491 $1.03 Million
Q1 2021

Apr 20, 2021

BUY
$134.89 - $153.0 $81,338 - $92,259
603 Added 10.22%
6,503 $985,000
Q4 2020

Jan 12, 2021

BUY
$115.84 - $136.73 $9,151 - $10,801
79 Added 1.36%
5,900 $807,000
Q3 2020

Nov 09, 2020

SELL
$111.27 - $124.26 $276,060 - $308,289
-2,481 Reduced 29.88%
5,821 $688,000
Q1 2020

Apr 08, 2020

BUY
$85.17 - $138.52 $5,110 - $8,311
60 Added 0.73%
8,302 $823,000
Q4 2019

Jan 07, 2020

BUY
$123.85 - $136.67 $33,191 - $36,627
268 Added 3.36%
8,242 $1.13 Million
Q3 2019

Oct 03, 2019

BUY
$127.92 - $130.25 $255 - $260
2 Added 0.03%
7,974 $1.01 Million
Q1 2019

May 14, 2019

BUY
N/A
152 Added 1.94%
7,972 $984,000
Q4 2018

Feb 13, 2019

BUY
N/A
7,820 New
7,820 $868,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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