Surevest, LLC Ishares Russell 1000 Val ETF Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Surevest, LLC holds 2,183 shares of IWD stock, worth $428,108. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,183
Previous 2,183 -0.0%
Holding current value
$428,108
Previous $316,000 6.01%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022
SELL
$157.15 - $170.51 $64,588 - $70,079
-411 Reduced 15.84%
2,183 $362,000
Q4 2021

Feb 11, 2022
SELL
$157.12 - $168.08 $42,893 - $45,885
-273 Reduced 9.52%
2,594 $436,000
Q3 2021

Oct 13, 2021
BUY
$154.62 - $164.07 $107,924 - $114,520
698 Added 32.18%
2,867 $449,000
Q1 2021

Apr 19, 2021
SELL
$134.89 - $153.0 $10,656 - $12,087
-79 Reduced 3.51%
2,169 $329,000
Q4 2020

Feb 04, 2021
BUY
$115.84 - $136.73 $260,408 - $307,369
2,248 New
2,248 $307,000

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

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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