Peloton Wealth Strategists Ishares Russell 1000 Val ETF Transaction History

Peloton Wealth Strategists

  • $246 Million
  • Q3 2024

A detailed history of Peloton Wealth Strategists transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Peloton Wealth Strategists holds 9,290 shares of IWD stock, worth $1.84 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
9,290
Previous 9,204 0.93%
Holding current value
$1.84 Million
Previous $1.61 Million 9.84%
% of portfolio
0.72%
Previous 0.67%

Shares

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

Nov 15, 2024
BUY
$173.36 - $189.8 $14,908 - $16,322
86 Added 0.93%
9,290 $1.76 Million
Q2 2024

Aug 15, 2024
SELL
$169.4 - $179.05 $33,202 - $35,093
-196 Reduced 2.09%
9,204 $1.61 Million
Q1 2024

May 14, 2024
BUY
$161.84 - $179.11 $100,988 - $111,764
624 Added 7.11%
9,400 $1.68 Million
Q4 2023

Feb 15, 2024
BUY
$143.69 - $165.7 $1.26 Million - $1.45 Million
8,776 New
8,776 $1.45 Million
Q4 2021

Feb 10, 2022
SELL
$157.12 - $168.08 $1.58 Million - $1.69 Million
-10,035 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
$154.62 - $164.07 $4,329 - $4,593
-28 Reduced 0.28%
10,035 $1.57 Million
Q2 2021

Aug 16, 2021
BUY
$152.86 - $162.4 $34,852 - $37,027
228 Added 2.32%
10,063 $1.6 Million
Q1 2021

Jun 23, 2021
BUY
$134.89 - $153.0 $110,744 - $125,613
821 Added 9.11%
9,835 $1.49 Million
Q4 2020

Feb 17, 2021
SELL
$115.84 - $136.73 $554,294 - $654,253
-4,785 Reduced 34.68%
9,014 $1.23 Million
Q3 2020

Nov 17, 2020
SELL
$111.27 - $124.26 $52,408 - $58,526
-471 Reduced 3.3%
13,799 $1.63 Million
Q2 2020

Aug 13, 2020
SELL
$94.52 - $125.14 $19,943 - $26,404
-211 Reduced 1.46%
14,270 $1.61 Million
Q1 2020

May 15, 2020
BUY
$85.17 - $138.52 $325,604 - $529,561
3,823 Added 35.87%
14,481 $1.44 Million
Q4 2019

Feb 14, 2020
BUY
$123.85 - $136.67 $1.32 Million - $1.46 Million
10,658 New
10,658 $1.46 Million

Others Institutions Holding IWD

# of Institutions
1,715
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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