Sc&H Financial Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Sc&H Financial Advisors, Inc.

  • $379 Million
  • Q1 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 2,607 shares of IWD stock, worth $453,513. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,607
Previous 2,602 0.19%
Holding current value
$453,513
Previous $429,000 8.62%
% of portfolio
0.12%
Previous 0.13%

Shares

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

May 02, 2024
BUY
$161.84 - $179.11 $809 - $895
5 Added 0.19%
2,607 $466,000
Q4 2023

Feb 01, 2024
BUY
$143.69 - $165.7 $2,011 - $2,319
14 Added 0.54%
2,602 $429,000
Q2 2023

Aug 07, 2023
BUY
$148.55 - $157.83 $742 - $789
5 Added 0.19%
2,588 $408,000
Q1 2023

May 12, 2023
BUY
$145.2 - $161.56 $726 - $807
5 Added 0.19%
2,583 $393,000
Q4 2022

Feb 10, 2023
BUY
$148.0 - $158.99 $1,184 - $1,271
8 Added 0.31%
2,578 $390,000
Q3 2022

Nov 09, 2022
BUY
N/A
10 Added 0.39%
2,570 $350,000
Q2 2022

Aug 10, 2022
SELL
N/A
-98 Reduced 3.69%
2,560 $371,000
Q1 2022

May 10, 2022
BUY
N/A
2,658 New
2,658 $441,000

Others Institutions Holding IWD

# of Institutions
1,638
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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