A detailed history of Sharkey, Howes & Javer transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sharkey, Howes & Javer holds 6,028 shares of IWD stock, worth $1.18 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,028
Previous 5,695 5.85%
Holding current value
$1.18 Million
Previous $993,000 15.21%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Oct 21, 2024

BUY
$173.36 - $189.8 $57,728 - $63,203
333 Added 5.85%
6,028 $1.14 Million
Q2 2024

Jul 17, 2024

BUY
$169.4 - $179.05 $110,279 - $116,561
651 Added 12.91%
5,695 $993,000
Q3 2023

Oct 31, 2023

SELL
$151.73 - $163.56 $213,635 - $230,292
-1,408 Reduced 21.82%
5,044 $765,000
Q2 2023

Jul 14, 2023

SELL
$148.55 - $157.83 $120,622 - $128,157
-812 Reduced 11.18%
6,452 $1.02 Million
Q1 2022

Apr 25, 2022

BUY
$157.15 - $170.51 $92,404 - $100,259
588 Added 8.81%
7,264 $1.21 Million
Q4 2021

Feb 03, 2022

SELL
$157.12 - $168.08 $314,397 - $336,328
-2,001 Reduced 23.06%
6,676 $1.12 Million
Q4 2020

Feb 04, 2021

SELL
$115.84 - $136.73 $248,129 - $292,875
-2,142 Reduced 19.8%
8,677 $1.19 Million
Q3 2020

Oct 21, 2020

SELL
$111.27 - $124.26 $134,191 - $149,857
-1,206 Reduced 10.03%
10,819 $1.28 Million
Q2 2020

Jul 22, 2020

SELL
$94.52 - $125.14 $44,613 - $59,066
-472 Reduced 3.78%
12,025 $1.35 Million
Q3 2019

Nov 01, 2019

BUY
$127.92 - $130.25 $10,233 - $10,420
80 Added 0.64%
12,497 $1.6 Million
Q3 2018

Oct 19, 2018

SELL
N/A
-4,044 Reduced 24.57%
12,417 $1.57 Million
Q2 2018

Jul 26, 2018

SELL
N/A
-1,176 Reduced 6.67%
16,461 $2 Million
Q1 2018

Apr 26, 2018

SELL
N/A
-2,201 Reduced 11.09%
17,637 $2.12 Million
Q4 2017

Feb 15, 2018

BUY
N/A
19,150 Added 2783.43%
19,838 $2.47 Million
Q4 2017

Feb 14, 2018

SELL
N/A
-20,126 Reduced 96.69%
688 $128,000
Q3 2017

Oct 11, 2017

BUY
N/A
20,814
20,814 $2.5 Million

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


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

Track Sharkey, Howes & Javer Portfolio

Follow Sharkey, Howes & Javer 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 Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.