Schechter Investment Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Schechter Investment Advisors, LLC

  • $977 Million
  • Q2 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 6,417 shares of IWD stock, worth $1.18 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,417
Previous 6,122 4.82%
Holding current value
$1.18 Million
Previous $1.1 Million 2.1%
% of portfolio
0.11%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$169.4 - $179.05 $49,973 - $52,819
295 Added 4.82%
6,417 $1.12 Million
Q1 2024

May 06, 2024
BUY
$161.84 - $179.11 $465,937 - $515,657
2,879 Added 88.78%
6,122 $1.1 Million
Q4 2023

Jan 17, 2024
SELL
$143.69 - $165.7 $248,152 - $286,163
-1,727 Reduced 34.75%
3,243 $535,000
Q3 2023

Nov 06, 2023
BUY
$151.73 - $163.56 $246,106 - $265,294
1,622 Added 48.45%
4,970 $754,000
Q2 2023

Jul 26, 2023
SELL
$148.55 - $157.83 $463,773 - $492,745
-3,122 Reduced 48.25%
3,348 $528,000
Q1 2023

Apr 28, 2023
SELL
$145.2 - $161.56 $316,100 - $351,716
-2,177 Reduced 25.18%
6,470 $985,000
Q4 2022

Feb 13, 2023
BUY
$148.0 - $158.99 $138,528 - $148,814
936 Added 12.14%
8,647 $1.31 Million
Q3 2022

Nov 04, 2022
BUY
N/A
4,363 Added 130.32%
7,711 $1.05 Million
Q2 2022

Nov 03, 2022
BUY
N/A
3,348 New
3,348 $485,000
Q1 2022

Nov 18, 2022
SELL
N/A
-4,363 Reduced 56.58%
3,348 $556,000
Q4 2021

Dec 27, 2022
SELL
N/A
-4,363 Reduced 56.58%
3,348 $562,000

Others Institutions Holding IWD

# of Institutions
1,638
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
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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