Strategic Wealth Advisors Group, LLC Ishares Russell 1000 Val ETF Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 45,343 shares of IWD stock, worth $8.75 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
45,343
Previous 55,323 18.04%
Holding current value
$8.75 Million
Previous $8.09 Million 23.77%
% of portfolio
0.26%
Previous 0.34%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$135.99 - $161.15 $1.36 Million - $1.61 Million
-9,980 Reduced 18.04%
45,343 $6.17 Million
Q2 2022

Aug 12, 2022
BUY
$140.99 - $168.41 $166,932 - $199,397
1,184 Added 2.19%
55,323 $8.09 Million
Q1 2022

May 10, 2022
BUY
$157.15 - $170.51 $1.29 Million - $1.4 Million
8,205 Added 17.86%
54,139 $8.98 Million
Q4 2021

Feb 16, 2022
SELL
$157.12 - $168.08 $562,018 - $601,222
-3,577 Reduced 7.22%
45,934 $7.73 Million
Q3 2021

Nov 17, 2021
SELL
$154.62 - $164.07 $123,696 - $131,256
-800 Reduced 1.59%
49,511 $7.75 Million
Q2 2021

Aug 10, 2021
SELL
$152.86 - $162.4 $1.46 Million - $1.55 Million
-9,541 Reduced 15.94%
50,311 $7.98 Million
Q1 2021

May 07, 2021
SELL
$134.89 - $153.0 $245,634 - $278,613
-1,821 Reduced 2.95%
59,852 $9.07 Million
Q4 2020

Feb 12, 2021
BUY
$115.84 - $136.73 $7.14 Million - $8.43 Million
61,673 New
61,673 $8.43 Million
Q3 2020

Nov 30, 2020
SELL
$111.27 - $124.26 $5.74 Million - $6.41 Million
-51,584 Closed
0 $0
Q2 2020

Aug 03, 2020
SELL
$94.52 - $125.14 $5.11 Million - $6.77 Million
-54,084 Reduced 51.18%
51,584 $5.81 Million
Q1 2020

May 05, 2020
SELL
$85.17 - $138.52 $307,634 - $500,334
-3,612 Reduced 3.31%
105,668 $10.1 Million
Q4 2019

Feb 10, 2020
BUY
$123.85 - $136.67 $349,009 - $385,136
2,818 Added 2.65%
109,280 $14.9 Million
Q3 2019

Nov 04, 2019
SELL
$127.92 - $130.25 $533,938 - $543,663
-4,174 Reduced 3.77%
106,462 $13.5 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-48,016 Reduced 30.26%
110,636 $14.1 Million
Q1 2019

May 02, 2019
SELL
N/A
-45,880 Reduced 22.43%
158,652 $0
Q4 2018

Feb 12, 2019
SELL
N/A
-3,595 Reduced 1.73%
204,532 $23.4 Million
Q3 2018

Nov 07, 2018
BUY
N/A
166,317 Added 397.79%
208,127 $26.4 Million
Q2 2018

Sep 17, 2018
SELL
N/A
-329,673 Reduced 88.75%
41,810 $5.07 Million
Q1 2018

May 08, 2018
BUY
N/A
216,488 Added 139.67%
371,483 $44.6 Million
Q4 2017

Mar 08, 2018
SELL
N/A
-80,505 Reduced 34.18%
154,995 $19.3 Million
Q3 2017

Nov 07, 2017
BUY
N/A
190,083 Added 418.53%
235,500 $27.9 Million
Q2 2017

Aug 16, 2017
BUY
N/A
45,417
45,417 $5.29 Million

Others Institutions Holding IWD

# of Institutions
1,714
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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