Shore Haven Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 1,871 shares of IWD stock, worth $358,259. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,871
Previous 1,872 0.05%
Holding current value
$358,259
Previous $326,000 8.9%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Oct 24, 2024
SELL
$173.36 - $189.8 $173 - $189
-1 Reduced 0.05%
1,871 $355,000
Q2 2024

Jul 24, 2024
BUY
$169.4 - $179.05 $169 - $179
1 Added 0.05%
1,872 $326,000
Q1 2024

May 02, 2024
SELL
$161.84 - $179.11 $161 - $179
-1 Reduced 0.05%
1,871 $335,000
Q4 2023

Feb 06, 2024
SELL
$143.69 - $165.7 $2,586 - $2,982
-18 Reduced 0.95%
1,872 $309,000
Q3 2023

Oct 24, 2023
SELL
$151.73 - $163.56 $3,186 - $3,434
-21 Reduced 1.1%
1,890 $286,000
Q2 2023

Jul 19, 2023
SELL
$148.55 - $157.83 $43,228 - $45,928
-291 Reduced 13.22%
1,911 $301,000
Q1 2023

Apr 14, 2023
SELL
$145.2 - $161.56 $143,312 - $159,459
-987 Reduced 30.95%
2,202 $335,000
Q4 2022

Jan 24, 2023
SELL
$136.78 - $158.99 $118,588 - $137,844
-867 Reduced 21.38%
3,189 $0
Q3 2022

Nov 09, 2022
SELL
$135.99 - $161.15 $607,467 - $719,857
-4,467 Reduced 52.41%
4,056 $551,000
Q2 2022

Aug 01, 2022
SELL
$140.99 - $168.41 $7.85 Million - $9.38 Million
-55,675 Reduced 86.72%
8,523 $1.24 Million
Q1 2022

May 13, 2022
BUY
$157.15 - $170.51 $369,616 - $401,039
2,352 Added 3.8%
64,198 $10.7 Million
Q4 2021

Jan 21, 2022
BUY
$157.12 - $168.08 $99,299 - $106,226
632 Added 1.03%
61,846 $10.4 Million
Q3 2021

Oct 28, 2021
BUY
$154.62 - $164.07 $240,897 - $255,621
1,558 Added 2.61%
61,214 $9.58 Million
Q2 2021

Aug 16, 2021
SELL
$152.86 - $162.4 $320,547 - $340,552
-2,097 Reduced 3.4%
59,656 $9.46 Million
Q1 2021

May 13, 2021
BUY
$134.89 - $153.0 $27,787 - $31,518
206 Added 0.33%
61,753 $9.36 Million
Q4 2020

Feb 10, 2021
BUY
$115.84 - $136.73 $7.13 Million - $8.42 Million
61,547 New
61,547 $8.42 Million

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
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