Strategic Family Wealth Counselors, L.L.C. Ishares Russell 1000 Val ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 2,088 shares of IWD stock, worth $412,818. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,088

Previous 1,612 29.53%

Holding current value

$412,818

Previous $281,000 40.93%

% of portfolio

0.14%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$173.36 - $189.8 $82,519 - $90,344	476 Added 29.53%	2,088 $396,000
Q2 2024 Aug 14, 2024	BUY	$169.4 - $179.05 $15,584 - $16,472	92 Added 6.05%	1,612 $281,000
Q1 2024 May 14, 2024	BUY	$161.84 - $179.11 $22,172 - $24,538	137 Added 9.91%	1,520 $272,000
Q4 2023 Jan 29, 2024	BUY	$143.69 - $165.7 $2,442 - $2,816	17 Added 1.24%	1,383 $228,000
Q2 2023 Aug 10, 2023	BUY	$148.55 - $157.83 $891 - $946	6 Added 0.44%	1,366 $215,000
Q1 2023 May 15, 2023	BUY	$145.2 - $161.56 $1,016 - $1,130	7 Added 0.52%	1,360 $207,000
Q4 2022 Jan 25, 2023	BUY	$136.78 - $158.99 $185,063 - $215,113	1,353 New	1,353 $0

Others Institutions Holding IWD

# of Institutions

1,715

Shares Held

256M

Call Options Held

606K

Put Options Held

653K

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Strategic Family Wealth Counselors, L.L.C. Ishares Russell 1000 Val ETF Transaction History