A detailed history of Re Dickinson Investment Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Re Dickinson Investment Advisors, LLC holds 57,173 shares of IWD stock, worth $10.6 Million. This represents 6.3% of its overall portfolio holdings.

Number of Shares
57,173
Previous 56,368 1.43%
Holding current value
$10.6 Million
Previous $9.83 Million 10.34%
% of portfolio
6.3%
Previous 6.14%

Shares

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

Nov 13, 2024

BUY
$173.36 - $189.8 $139,554 - $152,789
805 Added 1.43%
57,173 $10.9 Million
Q2 2024

Aug 09, 2024

BUY
$169.4 - $179.05 $236,990 - $250,490
1,399 Added 2.55%
56,368 $9.83 Million
Q1 2024

May 08, 2024

BUY
$161.84 - $179.11 $1.74 Million - $1.93 Million
10,767 Added 24.36%
54,969 $9.85 Million
Q4 2023

Feb 13, 2024

BUY
$143.69 - $165.7 $282,925 - $326,263
1,969 Added 4.66%
44,202 $7.3 Million
Q3 2023

Nov 14, 2023

SELL
$151.73 - $163.56 $1,365 - $1,472
-9 Reduced 0.02%
42,233 $6.42 Million
Q2 2023

Aug 14, 2023

BUY
$148.55 - $157.83 $182,419 - $193,815
1,228 Added 2.99%
42,242 $6.67 Million
Q1 2023

May 10, 2023

BUY
$145.2 - $161.56 $2 Million - $2.23 Million
13,784 Added 50.62%
41,014 $6.25 Million
Q4 2022

Jan 31, 2023

SELL
$136.78 - $158.99 $516,070 - $599,869
-3,773 Reduced 12.17%
27,230 $4.13 Million
Q3 2022

Nov 02, 2022

BUY
$135.99 - $161.15 $30,733 - $36,419
226 Added 0.73%
31,003 $4.22 Million
Q2 2022

Aug 11, 2022

BUY
$140.99 - $168.41 $136,619 - $163,189
969 Added 3.25%
30,777 $4.46 Million
Q1 2022

May 09, 2022

BUY
$157.15 - $170.51 $1.55 Million - $1.68 Million
9,873 Added 49.53%
29,808 $4.95 Billion
Q4 2021

Feb 14, 2022

BUY
$157.12 - $168.08 $3.13 Million - $3.35 Million
19,935 New
19,935 $3.35 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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