A detailed history of Retirement Planning Group transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Retirement Planning Group holds 1,852 shares of IWD stock, worth $366,158. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,852
Holding current value
$366,158
% of portfolio
0.02%

Shares

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

Oct 10, 2024

BUY
$173.36 - $189.8 $321,062 - $351,509
1,852 New
1,852 $351,000
Q1 2020

May 05, 2020

SELL
$85.17 - $138.52 $171,617 - $279,117
-2,015 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$123.85 - $136.67 $247 - $273
2 Added 0.1%
2,015 $275,000
Q3 2019

Oct 25, 2019

SELL
$127.92 - $130.25 $3,453 - $3,516
-27 Reduced 1.32%
2,013 $258,000
Q1 2019

May 06, 2019

SELL
N/A
-294 Reduced 12.6%
2,040 $252,000
Q4 2018

Feb 06, 2019

BUY
N/A
1 Added 0.04%
2,334 $259,000
Q1 2018

May 07, 2018

SELL
N/A
-84 Reduced 3.48%
2,333 $280,000
Q4 2017

Jan 31, 2018

BUY
N/A
171 Added 7.61%
2,417 $301,000
Q3 2017

Oct 16, 2017

BUY
N/A
2,246
2,246 $266,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group 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 Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.