A detailed history of Planning Capital Management Corp transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Planning Capital Management Corp holds 1,954 shares of IWD stock, worth $386,325. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,954
Previous 1,878 4.05%
Holding current value
$386,325
Previous $328 Million 13.22%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Nov 06, 2024

BUY
$173.36 - $189.8 $13,175 - $14,424
76 Added 4.05%
1,954 $371 Million
Q2 2024

Aug 12, 2024

SELL
$169.4 - $179.05 $169 - $179
-1 Reduced 0.05%
1,878 $328 Million
Q1 2024

Apr 26, 2024

SELL
$161.84 - $179.11 $87,069 - $96,361
-538 Reduced 22.26%
1,879 $337 Million
Q4 2023

Feb 14, 2024

BUY
$143.69 - $165.7 $347,298 - $400,496
2,417 New
2,417 $399 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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