Private Wealth Strategies, L.L.C. Ishares Russell 1000 Val ETF Transaction History

Private Wealth Strategies, L.L.C.

  • $477 Million
  • Q1 2024

A detailed history of Private Wealth Strategies, L.L.C. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 2,119 shares of IWD stock, worth $368,684. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,119
Previous 2,114 0.24%
Holding current value
$368,684
Previous $349,000 8.6%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$161.84 - $179.11 $809 - $895
5 Added 0.24%
2,119 $379,000
Q4 2023

Feb 12, 2024
BUY
$143.69 - $165.7 $2,011 - $2,319
14 Added 0.67%
2,114 $349,000
Q2 2023

Aug 07, 2023
BUY
$148.55 - $157.83 $594 - $631
4 Added 0.19%
2,100 $331,000
Q1 2023

May 08, 2023
SELL
$145.2 - $161.56 $60,838 - $67,693
-419 Reduced 16.66%
2,096 $319,000
Q4 2022

May 08, 2023
BUY
$148.0 - $158.99 $372,220 - $399,859
2,515 New
2,515 $381,000
Q3 2022

Oct 18, 2022
BUY
N/A
2,515 New
2,515 $342,000

Others Institutions Holding IWD

# of Institutions
1,637
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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