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 361 shares of IWD stock, worth $71,954. This represents 0.01% of its overall portfolio holdings.

Number of Shares
361
Previous 361 -0.0%
Holding current value
$71,954
Previous $62,000 9.68%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Prestige Wealth Management Group LLC Portfolio

Follow Prestige Wealth Management Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.