Strategic Financial Concepts, LLC Ishares Russell 1000 Val ETF Transaction History

Strategic Financial Concepts, LLC

  • $314 Billion
  • Q3 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 2,269 shares of IWD stock, worth $420,967. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,269
Previous 414,955 99.45%
Holding current value
$420,967
Previous $35.8 Million 1104.12%
% of portfolio
0.14%
Previous 0.02%

Shares

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

Nov 12, 2024
SELL
$173.36 - $189.8 $71.5 Million - $78.3 Million
-412,686 Reduced 99.45%
2,269 $431 Million
Q2 2024

Aug 06, 2024
BUY
$169.4 - $179.05 $69.9 Million - $73.9 Million
412,645 Added 17863.42%
414,955 $35.8 Million
Q1 2024

Apr 22, 2024
BUY
$161.84 - $179.11 $373,850 - $413,744
2,310 New
2,310 $414 Million
Q2 2023

Sep 06, 2023
BUY
$148.55 - $157.83 $297 - $315
2 Added 0.13%
1,577 $249 Million
Q1 2023

Sep 06, 2023
BUY
$145.2 - $161.56 $228,689 - $254,457
1,575 New
1,575 $240 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
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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