Strategic Wealth Partners Group LLC Ishares Russell 1000 Val ETF Transaction History

Strategic Wealth Partners Group LLC

  • $851 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners Group LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 437,499 shares of IWD stock, worth $76 Million. This represents 9.21% of its overall portfolio holdings.

Number of Shares
437,499
Previous 440,257 0.63%
Holding current value
$76 Million
Previous $72.8 Million 7.71%
% of portfolio
9.21%
Previous 9.86%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$161.84 - $179.11 $446,354 - $493,985
-2,758 Reduced 0.63%
437,499 $78.4 Million
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $2.24 Million - $2.59 Million
15,604 Added 3.67%
440,257 $72.8 Million
Q3 2023

Nov 14, 2023
BUY
$151.73 - $163.56 $544,255 - $586,689
3,587 Added 0.85%
424,653 $64.5 Million
Q2 2023

Aug 10, 2023
BUY
$148.55 - $157.83 $21,391 - $22,727
144 Added 0.03%
421,066 $66.5 Million
Q1 2023

May 11, 2023
BUY
$145.2 - $161.56 $3.78 Million - $4.21 Million
26,030 Added 6.59%
420,922 $63.5 Million
Q4 2022

Feb 07, 2023
BUY
$148.0 - $158.99 $1.8 Million - $1.93 Million
12,145 Added 3.17%
394,892 $59.9 Million
Q3 2022

Nov 08, 2022
BUY
N/A
12,391 Added 3.35%
382,747 $52 Million
Q2 2022

Aug 12, 2022
BUY
N/A
37,929 Added 11.41%
370,356 $53.7 Million
Q1 2022

May 12, 2022
BUY
N/A
29,161 Added 9.62%
332,427 $55.2 Million
Q4 2021

Feb 11, 2022
BUY
N/A
15,149 Added 5.26%
303,266 $50.9 Million
Q3 2021

Nov 12, 2021
BUY
N/A
14,161 Added 5.17%
288,117 $45.1 Million
Q1 2021

May 17, 2021
BUY
N/A
16,159 Added 6.27%
273,956 $41.5 Million
Q4 2020

Feb 11, 2021
BUY
N/A
13,324 Added 5.45%
257,797 $35.2 Million
Q3 2020

Nov 13, 2020
BUY
N/A
10,137 Added 4.33%
244,473 $28.9 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-11,297 Reduced 4.6%
234,336 $26.4 Million
Q1 2020

May 14, 2020
SELL
N/A
-121,012 Reduced 33.01%
245,633 $0
Q4 2019

Feb 14, 2020
BUY
N/A
16,560 Added 4.73%
366,645 $50 Million
Q3 2019

Nov 13, 2019
BUY
N/A
1,168 Added 0.33%
350,085 $44.9 Million
Q2 2019

Aug 13, 2019
BUY
N/A
25,568 Added 7.91%
348,917 $44.4 Million
Q1 2019

May 14, 2019
BUY
N/A
22,627 Added 7.52%
323,349 $319 Million
Q4 2018

Feb 26, 2019
BUY
N/A
5,719 Added 1.94%
300,722 $33.4 Million
Q3 2018

Nov 14, 2018
BUY
N/A
10,043 Added 3.52%
295,003 $49 Million
Q2 2018

Aug 16, 2018
BUY
N/A
9,881 Added 3.59%
284,960 $0
Q1 2018

May 15, 2018
BUY
N/A
5,221 Added 1.93%
275,079 $44.3 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-1,532 Reduced 0.56%
269,858 $33.6 Million
Q3 2017

Nov 14, 2017
BUY
N/A
271,390
271,390 $32.2 Million

Others Institutions Holding IWD

# of Institutions
1,635
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
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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