Phoenix Wealth Advisors Ishares Russell 1000 Val ETF Transaction History

Phoenix Wealth Advisors

  • $199 Million
  • Q2 2024

A detailed history of Phoenix Wealth Advisors transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Phoenix Wealth Advisors holds 1,690 shares of IWD stock, worth $320,525. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,690
Previous 1,920 11.98%
Holding current value
$320,525
Previous $343,000 14.29%
% of portfolio
0.15%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$169.4 - $179.05 $38,962 - $41,181
-230 Reduced 11.98%
1,690 $294,000
Q1 2024

Apr 26, 2024
SELL
$161.84 - $179.11 $45,315 - $50,150
-280 Reduced 12.73%
1,920 $343,000
Q4 2022

Feb 06, 2023
BUY
$136.78 - $158.99 $38,982 - $45,312
285 Added 14.88%
2,200 $333,000
Q3 2022

Nov 07, 2022
BUY
$135.99 - $161.15 $260,420 - $308,602
1,915 New
1,915 $260,000
Q4 2021

Feb 11, 2022
SELL
$157.12 - $168.08 $46,664 - $49,919
-297 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$134.89 - $153.0 $12,140 - $13,770
90 Added 43.48%
297 $45,000
Q4 2020

Feb 05, 2021
BUY
$115.84 - $136.73 $23,978 - $28,303
207 New
207 $28,000

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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