Selective Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 1,324 shares of IWD stock, worth $253,519. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,324
Previous 1,200 10.33%
Holding current value
$253,519
Previous $227,000 7.93%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$183.23 - $199.79 $22,720 - $24,773
124 Added 10.33%
1,324 $245,000
Q1 2024

Apr 11, 2024
BUY
$161.84 - $179.11 $194,208 - $214,932
1,200 New
1,200 $214,000
Q3 2022

Oct 21, 2022
SELL
$135.99 - $161.15 $27,198 - $32,230
-200 Reduced 22.22%
700 $95,000
Q3 2021

Oct 27, 2021
BUY
$154.62 - $164.07 $30,924 - $32,814
200 Added 28.57%
900 $141,000
Q3 2019

Oct 29, 2019
BUY
$127.92 - $130.25 $89,544 - $91,175
700 New
700 $90,000

Others Institutions Holding IWD

# of Institutions
1,729
Shares Held
255M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, Inc. 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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email