A detailed history of Sound Income Strategies, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Sound Income Strategies, LLC holds 294 shares of IWD stock, worth $58,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares
294
Previous 292 0.68%
Holding current value
$58,126
Previous $50,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2024

BUY
$173.36 - $189.8 $346 - $379
2 Added 0.68%
294 $55,000
Q2 2024

Jul 12, 2024

BUY
$169.4 - $179.05 $169 - $179
1 Added 0.34%
292 $50,000
Q1 2024

Apr 15, 2024

BUY
$161.84 - $179.11 $161 - $179
1 Added 0.34%
291 $52,000
Q4 2023

Jan 10, 2024

BUY
$143.69 - $165.7 $40,520 - $46,727
282 Added 3525.0%
290 $47,000
Q2 2023

Jul 10, 2023

SELL
$148.55 - $157.83 $445 - $473
-3 Reduced 27.27%
8 $1,000
Q4 2022

Jan 11, 2023

SELL
$136.78 - $158.99 $136 - $158
-1 Reduced 8.33%
11 $0
Q3 2022

Oct 18, 2022

BUY
$135.99 - $161.15 $135 - $161
1 Added 9.09%
12 $2,000
Q2 2022

Jul 11, 2022

BUY
$140.99 - $168.41 $422 - $505
3 Added 37.5%
11 $2,000
Q2 2021

Jul 13, 2021

SELL
$152.86 - $162.4 $1,222 - $1,299
-8 Reduced 50.0%
8 $1,000
Q1 2021

Apr 14, 2021

BUY
$134.89 - $153.0 $1,079 - $1,224
8 Added 100.0%
16 $0
Q2 2020

Jul 13, 2020

SELL
$94.52 - $125.14 $9,452 - $12,514
-100 Reduced 92.59%
8 $1,000
Q1 2020

Apr 07, 2020

BUY
$85.17 - $138.52 $681 - $1,108
8 Added 8.0%
108 $11,000
Q1 2019

Apr 04, 2019

SELL
N/A
-217 Reduced 68.45%
100 $12,000
Q2 2018

Aug 14, 2018

SELL
N/A
-153 Reduced 32.55%
317 $38,000
Q1 2018

May 15, 2018

BUY
N/A
153 Added 48.26%
470 $56,000
Q4 2017

Feb 14, 2018

BUY
N/A
317
317 $39,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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