Strategic Financial Partners, Ltd. Ishares Russell 1000 Val ETF Transaction History

Strategic Financial Partners, Ltd.

  • $181 Million
  • Q2 2024

A detailed history of Strategic Financial Partners, Ltd. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 2,264 shares of IWD stock, worth $421,511. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,264
Previous 3,373 32.88%
Holding current value
$421,511
Previous $604,000 34.6%
% of portfolio
0.22%
Previous 0.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$169.4 - $179.05 $187,864 - $198,566
-1,109 Reduced 32.88%
2,264 $395,000
Q1 2024

Jul 10, 2024
SELL
$161.84 - $179.11 $38,517 - $42,628
-238 Reduced 6.59%
3,373 $604,000
Q1 2023

Jul 10, 2024
BUY
$145.2 - $161.56 $28,459 - $31,665
196 Added 5.74%
3,611 $549,000
Q3 2022

Jul 10, 2024
SELL
$135.99 - $161.15 $232,950 - $276,049
-1,713 Reduced 33.4%
3,415 $464,000
Q1 2022

Jul 10, 2024
SELL
$157.15 - $170.51 $16,029 - $17,392
-102 Reduced 1.95%
5,128 $851,000
Q3 2021

Jul 09, 2024
SELL
$154.62 - $164.07 $29,377 - $31,173
-190 Reduced 3.51%
5,230 $819,000
Q2 2021

Jul 09, 2024
BUY
$152.86 - $162.4 $117,243 - $124,560
767 Added 16.48%
5,420 $860,000
Q1 2021

Jul 09, 2024
BUY
$134.89 - $153.0 $10,251 - $11,628
76 Added 1.66%
4,653 $705,000
Q3 2020

Jul 09, 2024
BUY
$111.27 - $124.26 $42,171 - $47,094
379 Added 9.03%
4,577 $541,000
Q2 2020

Jul 09, 2024
SELL
$94.52 - $125.14 $1,795 - $2,377
-19 Reduced 0.45%
4,198 $473,000
Q1 2020

Jul 09, 2024
BUY
$85.17 - $138.52 $43,266 - $70,368
508 Added 13.7%
4,217 $418,000
Q4 2019

Jul 08, 2024
BUY
$123.85 - $136.67 $459,359 - $506,909
3,709 New
3,709 $506,000

Others Institutions Holding IWD

# of Institutions
1,640
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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