Prestige Wealth Management Group LLC Ishares Russell 1000 Val ETF Transaction History

Prestige Wealth Management Group LLC

  • $447 Million
  • Q1 2025

A detailed history of Prestige Wealth Management Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 201 shares of IWD stock, worth $37,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares
201
Previous 361 44.32%
Holding current value
$37,850
Previous $66,000 43.94%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$182.82 - $196.21 $29,251 - $31,393
-160 Reduced 44.32%
201 $37,000
Q3 2023

Apr 26, 2024
SELL
$151.73 - $163.56 $15,779 - $17,010
-104 Reduced 22.37%
361 $54,000
Q3 2023

Nov 13, 2023
SELL
$151.73 - $163.56 $15,779 - $17,010
-104 Reduced 22.37%
361 $54,000
Q2 2023

Apr 26, 2024
SELL
$148.55 - $157.83 $9,655 - $10,258
-65 Reduced 12.26%
465 $73,000
Q2 2023

Aug 11, 2023
SELL
$148.55 - $157.83 $9,655 - $10,258
-65 Reduced 12.26%
465 $73,000
Q1 2023

Apr 26, 2024
BUY
$145.2 - $161.56 $24,538 - $27,303
169 Added 46.81%
530 $80,000
Q3 2021

Nov 12, 2021
BUY
$154.62 - $164.07 $5,102 - $5,414
33 Added 6.64%
530 $83,000
Q1 2021

May 13, 2021
SELL
$134.89 - $153.0 $15,512 - $17,595
-115 Reduced 18.79%
497 $75,000
Q4 2020

Feb 17, 2021
SELL
$115.84 - $136.73 $59,541 - $70,279
-514 Reduced 45.65%
612 $84,000
Q3 2020

Oct 26, 2020
SELL
$111.27 - $124.26 $51,963 - $58,029
-467 Reduced 29.32%
1,126 $133,000
Q2 2020

Aug 13, 2020
SELL
$94.52 - $125.14 $114,085 - $151,043
-1,207 Reduced 43.11%
1,593 $179,000
Q1 2020

May 15, 2020
SELL
$85.17 - $138.52 $31,853 - $51,806
-374 Reduced 11.78%
2,800 $278,000
Q4 2019

Jan 28, 2020
SELL
$123.85 - $136.67 $14,242 - $15,717
-115 Reduced 3.5%
3,174 $434,000
Q3 2019

Nov 14, 2019
SELL
$127.92 - $130.25 $13,047 - $13,285
-102 Reduced 3.01%
3,289 $422,000
Q2 2019

Aug 16, 2019
SELL
N/A
-770 Reduced 18.51%
3,391 $432,000
Q4 2018

Apr 16, 2019
BUY
N/A
4,161 New
4,161 $462,000

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
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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