Stone Asset Management Inc. Ishares Russell 1000 Val ETF Transaction History

Stone Asset Management Inc.

  • $62.6 Million
  • Q1 2023

A detailed history of Stone Asset Management Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Stone Asset Management Inc. holds 13,880 shares of IWD stock, worth $2.56 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
13,880
Previous 48,181 71.19%
Holding current value
$2.56 Million
Previous $7.31 Million 71.08%
% of portfolio
3.38%
Previous 4.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023
SELL
$145.2 - $161.56 $4.98 Million - $5.54 Million
-34,301 Reduced 71.19%
13,880 $2.11 Million
Q4 2022

Jan 25, 2023
BUY
$148.0 - $158.99 $281,052 - $301,922
1,899 Added 4.1%
48,181 $0
Q3 2022

Oct 20, 2022
BUY
N/A
3,199 Added 7.43%
46,282 $6.29 Million
Q2 2022

Jul 11, 2022
SELL
N/A
-1,791 Reduced 3.99%
43,083 $6.25 Million
Q1 2022

Apr 11, 2022
BUY
N/A
2,451 Added 5.78%
44,874 $7.45 Million
Q4 2021

Jan 31, 2022
BUY
N/A
42,423 New
42,423 $7.12 Million

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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